By: Cynthia Pollard
The final data for 2025 is in, and the results across the Gateway Services Group (GSG) partner portfolio are clear. Our Wealth Management Division generated more than $18.4 million in combined revenue last year. From Bellco Credit Union’s historic $10.5 million performance to BayPort Credit Union’s best results in over a decade, our partners are reaching milestones that redefine what a credit union wealth program can achieve.
I can comfortably say that last year’s excellent results stem from a deliberate, long-term strategy rather than market fluctuations. They are a testament to the fact that we built GSG on a foundation of distinctive differentiators that prioritize advisor quality, member stability and advanced technology.
Elite Talent with a National Reputation
Success in wealth management begins and ends with the quality of the advisors. Through the GSG partnership, credit unions gain access to 10 of Osaic Institutions‘ top 50 financial advisors. This represents more top-ranking professionals than any other program management firm in the industry. We purposefully recruit, support and retain exceptional advisory professionals because we know that elite talent delivers elite performance for your members.
Stability in the Face of Record Turnover
The financial services industry often struggles with high turnover, which can fracture member trust. Notably, GSG-managed financial advisors maintain an average tenure of 15 years. This stability provides credit union members with rare consistency and continuity. Our long-tenured advisors build deeper relationships and understand evolving client needs across multiple life stages. This level of trusted guidance drives the referrals and multi-generational loyalty that help programs scale.
Institutional-Grade Technology with a Personal Touch
We equip our advisors with the most sophisticated technology platforms available today. Our suite includes AI-powered tools for notetaking and appointment scheduling, as well as high-level tax and financial planning software. By providing the same caliber of technology found at major global wealth management firms, we ensure members receive institutional-grade service. This advanced toolkit allows advisors to spend less time on administration and more time on the personal connections that define the credit union experience.
Enhanced Value Through Reduced Costs
Our partnership with Osaic Institutions allows us to deliver measurable cost reductions for both our credit union partners and their members. We have lowered fees to improve member value and strengthen program economics. This efficiency creates a competitive advantage for the credit union while simultaneously enhancing member satisfaction and long-term retention.
A CUSO That Speaks Your Language
Gateway Services Group is a credit-union-owned CUSO. We understand the regulatory environment, the cooperative philosophy and the member-first culture because we share those same roots. We live and breathe the credit union difference.
Our commitment extends beyond daily management to ongoing education. We ensure our partners stay informed about emerging strategies, regulatory shifts, market trends and competitive positioning. This proactive intelligence-sharing keeps your program ahead of the curve and ensures you remain responsive to the needs of your members.
If you want to talk about how to create remarkable value for your credit union and members, I encourage you to schedule a free consultation with us.
Cynthia Pollard serves GSG as president of investment program management. With over 35 years as a licensed professional, Pollard leads the wealth management division’s efforts in transforming credit union investment programs into industry leaders. GSG’s credit unions and advisors consistently rank in the top 10% of their peer group.