WAYNE, PA — CourseMark, LLC recently joined as an affiliate of Alden Investment Group. Located in Frisco, TX, a suburb of the Dallas-Fort Worth area, CourseMark is the only 100% credit-union owned credit union service organization (CUSO) offering prefunded employee benefit investments and executive benefits. Previously with Cambridge Investments, CourseMark also offers financial planning, wealth management, charitable donation account investments and executive benefit solutions.
When asked why they decided to join forces with Alden, Bill Parkinson, president and CEO of CourseMark said, “There are many choices for partnerships when it comes to broker-dealer and advisory services. Alden is the right partner for us because we trust them to help us navigate the regulations in the credit union space to create the best plans for our credit union clients. CourseMark exists to provide our clients with customized solutions that works for the needs of our clients, rather than out-of-the-box programs. Alden is able to deliver on the solutions we need, while most firms could not offer us that flexibility.”
The company states that its vision is to provide credit unions tailored solutions for increasing earnings and helping to attract and retain top talent. CourseMark chose to join Alden because of the available superior institutional investment solutions and strong understanding of credit union regulatory framework and unique needs.
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