Recent investment seminars highlight trends, opportunities for credit unions
WASHINGTON, DC (May 9, 2018) — Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, and its investment advisor, ALM First Financial Advisors, LLC (ALM First), recently hosted a series of regional investment seminars to discuss the latest investment trends and opportunities for the cooperative industry.
The program included an overview of credit union performance, a current economic and market outlook, as well as a discussion on investment strategies to optimize depository portfolios. These lunch & learns brought together dozens of local credit union CFOs, CEOs and investment managers. The latest half-day events were held in Santa Ana, San Francisco and Seattle with additional events in other regions planned for the fall.
“These interactive events are designed to connect credit union professionals with investment experts,” said Jay Johnson, President of TCU. “TCU was created to serve the industry’s investment needs. Providing top-notch educational opportunities and exploring how we can meet new challenges collaboratively are critical to our mission.”
Credit unions interested in attending – or hosting – an upcoming event in their area should visit www.trustcu.com or contact us at TCUgroup@callahan.com for details.
TCU helps credit unions succeed in serving their members by providing a professionally managed family of mutual funds — exclusive to credit unions — as well as the information and analysis they need to support investment decisions. Created by leading credit unions and with oversight by a board of trustees, TCU’s mutual fund options keep credit unions invested, are professionally managed, and are based on the cooperative values of credit unions.
More information about the TCU portfolios may be found on our website, www.trustcu.com.
About Trust for Credit Unions (TCU)
The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associates and is the distributor of the TCU mutual funds. ALM First Financial Advisors, LLC is the investment adviser of the TCU mutual funds. To obtain a prospectus that contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully.
For questions, please call the TCU Group at 1-800-237-5678.
About ALM First
ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $20 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 250 financial institutions across the country.
