Trust for Credit Unions has formed a collaboration of industry partners, selected and approved by our Board of Trustees, to serve you best. Our collaboration includes the following organizations responsible for the roles as described.
Our partners give us the ability to do more for our customers. The proper identification of partners is critical and is supported by our Trustees. We take great care in selecting and evaluating our partners to ensure that we are providing you with the best services possible.
- Callahan Financial Services
- Callahan & Associates
- ALM First Financial Advisors, LLC
- Dwight Johnston
- BNY Mellon
CUFSLPCALLAHAN CREDIT UNION FINANCIAL SERVICES LIMITED LIABILITY PARTNERSHIP (CUFSLP) provides innovation, collaboration, and thought leadership to drive the strategic role of the partnership within the credit union community. CUFSLP is the founder and administrator of Trust for Credit Unions.
Callahan Financial ServicesCALLAHAN FINANCIAL SERVICES (CFS), our distributor. CFS is a subsidiary of Callahan & Associates. Callahan Credit Union Financial Services Limited Liability Limited Partnership (CUFSLP), our Fund administrator. CUFSLP, a CUSO owned by 36 of the nation's largest and most innovative credit unions, is the founder and administrator of Callahan Financial Services, Inc. (CFS), a registered broker/dealer. CFS serves as the general partner of CUFSLP and sole distributor of the TCU Fund. CUFSLP is a Credit Union Service Organization (CUSO) and is comprised of 36 credit union partners.
Callahan & AssociatesCallahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking, and consulting solutions. More than 4,000 credit unions and suppliers rely on us for the latest data, actionable insights, and benchmarking tools to help them achieve their strategic goals.
ALM First Financial Advisors, LLCALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. Their expertise in asset liability management and investment portfolio management allows them to deliver deeper insights into your balance sheet and employ that knowledge to strengthen the financial performance of your institution. With approximately $20 billion of investments under management, ALM First Financial Advisors, LLC is an SEC-registered investment advisor acting as an unbiased third-party, offering commission-free, fee-based services to more than 250 financial institutions across the country. Learn more about ALM First Financial Advisors, LLC.
Dwight JohnstonDWIGHT JOHNSTON, expert in credit union, economic, and market information. President of Dwight Johnston Economics, has over 35 years of investment experience with financial institutions in a variety of roles. He is the author of a popular Daily and Long-term Commentary and is a frequent speaker at credit union board planning sessions and industry conferences.
BNY MellonBNY MELLON, our fund agent. Established in 2007 from the merger of Mellon Financial Corporation and The Bank of New York Company, Inc., BNY Mellon is a leading investment management and investment services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace. Headquartered in New York, BNY Mellon has $27.9 trillion in assets under custody or administration and $1.4 trillion under management. Visit BNY Mellon.
Trust for Credit Unions works with a number of distributors. These include:
Xtend is a multi-owned credit union service organization that provides clients with a variety of strategic products, services, and partnerships. At Xtend, our mission is to increase our client’s competitive advantage by providing the highest quality products and services at an affordable price.
EASCORP is a corporate credit union that is supervised and examined by the National Credit Union Administration. Together with its subsidiary, Vertifi Software, LLC, EasCorp provides the credit union community a variety of deposit, loan and investment services.