About Us
Our Mission
CourseMark offers credit unions tailored solutions for enhancing yields and increasing investment options, including:
- Prefunded employee benefit plans
- Executive benefit plans
- Comprehensive advisory and portfolio management services
Our employee and executive plans provide the additional advantage of improving our clients’ ability to attract, reward, and retain talented team members at all levels of their organization. All the services we provide are designed, customized, and supported by a team of financial professionals with decades of experience and a shared passion for strengthening credit unions and the broader nonprofit community.
As a credit union service organization (CUSO), we are fundamentally structured to share our success with our credit union partners.
Our Values
Dependability
We earn the trust of others with direct communication and ongoing transparency, deliver on our promises, and stay accountable to our clients and team members.
Relationships
We know that success is built on strong partnerships. We listen, collaborate, and share our knowledge and skills to create valued relationships.
Innovation
We challenge the status quo by providing unique and creative solutions to help our clients achieve more within the limitations of their industry.
Performance
We measure our success by our ability to create results for our clients. We are confident that we have the experience, resources, insight, and diligence to guide our clients forward.