Press

Trust for Credit Unions & ALM First Financial Advisors offer investment seminars to credit unions nationwide

DALLAS, TX (October 17, 2017) — Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, and its new investment advisor, ALM First Financial Advisors, LLC (ALM First), are offering complimentary investment seminars this fall to discuss investment trends and opportunities through regional events.

This program will include an overview of credit union performance in 2017, a current economic and market outlook, as well as a discussion on investment strategies to optimize depository portfolios. These lunch & learn events are suitable for credit union CFOs, CEOs and investment managers. The initial, half-day events were held in Boston and Santa Ana earlier this year with additional events planned for San Francisco and Seattle this fall.

“TCU was created to serve the industry’s investment needs,” said Jay Johnson, President of TCU. “One of the best ways we can fulfill our mission is by connecting credit union professionals and investment experts through events like these. This gives all of us an opportunity to discuss credit unions’ current needs and explore how we can meet new challenges collaboratively.”

The San Francisco seminar will be held on November 14th, 2017 and the Seattle event will be held on November 17th, 2017. Credit unions interested in attending an upcoming event in their area should visit www.trustcu.com to view more details and register.

ALM First has a long history of partnering with credit unions and is committed to serving the industry. With approximately $20 billion of assets under management and more than 250 financial institution clients nationwide, ALM First is a leading, trusted strategic partner for financial advisory services.

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 ALM First Financial Advisors

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 $50 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 300 financial institutions across the country.

About Trust for Credit Unions

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Servicesis 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.

Contacts

Sharon Simpson,
(240) 620-4095 | sgsimpsonconsulting@mac.com

More News