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.