ABOUT

TRUST for Credit Unions

It’s our mission to support credit union investment strategies through a professionally managed family of mutual funds that respond to the needs of the credit union industry.

Our mutual fund options keep credit unions always invested, are professionally managed, and are delivered with great client service and the cooperative values of credit unions always in mind.

Since 1987, TCU has helped credit unions invest excess member deposits, focusing on adding maximum value through collaboration.

We value what you value.  Our core values, which  have been derived from long-standing client relationships, say it all:

    • Partnership and Collaboration
    • Knowledge and Resource Management
    • Access to Information
    • Loyal Partners
    • Strategic Resource

In a nutshell, we help 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 some of the leading credit unions with oversight by a board of trustees, TRUST’s mutual fund options keep credit unions always invested, are professionally managed, and are based on the cooperative values of credit unions.

TRUSTEES

Jim Regan, Chair
Rudolf J. Hanley
Stanley Hollen
Gary J. Oakland
Julie Renderos, Vice Chair
Wendell A. Sebastian
Michael Steinberger

OFFICERS

Jay E. Johnson, President & Treasurer
Jonathan K. Jeffreys, Vice President & Assistant Treasurer
Michael P. Malloy, Secretary
   Drinker Biddle & Reath LLP
Salvatore Faia, JD, CPA, Chief Compliance Officer
   Vigilant Compliance, LLC

ADMINISTRATOR

Callahan Credit Union Financial Services Limited Liability Limited Partnership

INVESTMENT ADVISER

ALM First Financial Advisors, LLC

ADMINISTRATIVE & FUND ACCOUNTING AGENT/TRANSFER AGENT

BNY Mellon Investment Servicing (US) Inc.

DISTRIBUTOR

Callahan Financial Services, Inc.

INDEPENDENT AUDITOR

Tait, Weller & Baker, LLP

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