Financial Statements

Review CU Investment Solutions' current financial information, including monthly statements of income and changes in retained earnings.

2024

• Semiannual Statement-of-Financial-Condition-March 2024
• March_2024
• February_2024
• January_2024

2023

• December_2023
• November_2023
• October_2023
• September_2023
• August_2023
• July_2023
• June_2023
• May_2023
• April 2023
• Semiannual Statement-of-Financial-Condition-March 2023
• March 2023

Audited Annual Financial Statements

• 2023
• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014
• 2013

  *All documents require Adobe Acrobat Reader- Download here.

*PLEASE NOTE, JUNE 2002, U.S. CENTRAL CAPITAL MARKETS, INC. (CMI) CHANGED ITS NAME TO CU INVESTMENT SOLUTIONS, INC. IN OCTOBER 2011, CU INVESTMENT SOLTUIONS INC BECAME CU INVESTMENT SOLUTIONS LLC.