Socially conscious investments help your clients' cash make a local impact
Self-Help's DTC product provides an easy way for socially responsible investment firms to help clients align their investments with their values. These term certificates are tradable, federally insured, and eligible for the services of the Depository Trust Company (DTC). Plus, they provide a competitive return and fuel impactful community projects nationwide.
You have the option of pooling your clients’ funds in one omnibus account to meet the $80,000 minimum investment. Please note that we are unable to do small individual accounts for DTC investments.
You have the option of pooling your clients’ funds in one omnibus account to meet the $80,000 minimum investment. Please note that we are unable to do small individual accounts for DTC investments.
Offer period for Self-Help Credit Union: January 2027
- Fixed-income securities exclusively available to the SRI community
- Available term: TBD
- $80,000 minimum investment per CUSIP (Note: You can pool your clients’ fund in one omnibus account. We are unable to do small individual accounts.)
- Rates: TBD
*APY = Annual Percentage Yield
Deposits are NCUA insured up to $250,000 to protect your investment.
We offer this product several times a year. If you would like to be invited to participate in future offerings, please contact us:
Investor Relations
[email protected]
Toll-free: 844-218-7087