Press

Trust for Credit Unions Shareholders Approve ALM First as New Investment Advisor

By Trust for Credit Unions on May 14, 2017 at 4:50 pm

Washington, D.C. – Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, recently welcomed ALM First Financial Advisors, LLC (ALM First) as its new investment advisor following approval by its shareholders. After a three-month review of potential investment advisors, the Board of Trustees unanimously voted to…

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TRUST to Celebrate Fifth Year of Dwight’s Daily Economic Commentary

By Trust for Credit Unions on October 27, 2016 at 11:36 am

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, will be marking its fifth year of providing economic and financial analysis for credit union executives through a partnership with Dwight Johnston Economics. The daily economic commentary, written specifically for credit union leaders, was launched in January 2012…

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New Q2 2016 Investment Trends Review Released

By Trust for Credit Unions on September 7, 2016 at 8:35 am

Washington, D.C. – The latest quarterly investment trends review released by TRUST, the oldest and largest mutual fund family created for and by credit unions, includes second quarter data for all U.S. credit unions. It also includes both an average life profile and derivatives usage tracker courtesy of Callahan’s Peer-to-Peer software.

As of June 30,…

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TRUST for Credit Unions Names Jim Regan Chair and Julie Renderos Vice Chair of Board of Trustees

By Trust for Credit Unions on August 8, 2016 at 11:18 am

Washington, D.C. – The Trustees of the Trust for Credit Unions, the oldest and largest mutual fund family created for and by credit unions, have elected Jim Regan Chair and Julie Renderos Vice Chair of the Board of Trustees.

Jim Regan is Chief Executive Officer of Digital Federal Credit Union (DCU), a $7.1 billion financial…

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Enhanced trustcu.com Provides Simpler Access, More Investment Resources for Credit Unions

By Trust for Credit Unions on November 18, 2015 at 11:16 am

Washington, D.C. –TRUST, the oldest and largest mutual fund family created for and by credit unions, recently enhanced its website, www.trustcu.com. The new version of the site features streamlined navigation, more educational resources, and easier access to key investment reports.

“The TRUST was founded by credit unions and is always looking for new and better…

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TRUST Publishes Credit Union Guide to Mutual Fund Investing

By Trust for Credit Unions on November 4, 2015 at 1:15 am

Washington, D.C. –TRUST, the oldest and largest mutual fund family created for and by credit unions, recently published a new version of its Credit Union Guide to Mutual Fund Investing.

The guide provides information on an often overlooked alternative for credit unions searching for flexible investment options, institutional mutual funds. Key topics covered in the…

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New Average Life Tracker and Derivatives Usage Included in Q2 Investment Trends Review

By Trust for Credit Unions on August 27, 2015 at 9:14 am

Washington, D.C. – The latest quarterly investment review released by TRUST, the oldest and largest mutual fund family created for and by credit unions, includes second quarter data for all U.S. credit unions. It also includes a new average life tracker and derivatives usage tracker courtesy of Callahan’s Peer-to-Peer software.

As of June 30th, 2015,…

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Credit Union Professionals Sharpen Investment Skills through Fundamentals of Fixed Income Webinar Series

By Trust for Credit Unions on July 28, 2015 at 11:40 am

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, is hosting an educational webinar series this summer to help credit union professionals enhance their knowledge of institutional investments. The Fundamentals of Fixed Income series began on June 23rd and is being held every other Tuesday at 2pm…

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Fundamentals of Fixed Income Webinar Series, Presented by TRUST, Continues July 7th

By Trust for Credit Unions on June 26, 2015 at 9:15 am

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, is hosting an educational webinar series this summer to help credit union professionals enhance their knowledge of institutional investments. The Fundamentals of Fixed Income series began on June 23rd and is being held every other Tuesday at 2pm…

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TRUST Presents Fundamentals of Fixed Income Webinar Series

By Trust for Credit Unions on June 4, 2015 at 8:07 am

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, will host an educational webinar series this summer to help credit union professionals enhance their knowledge of institutional investments. The Fundamentals of Fixed Income series will be held every other Tuesday at 2pm EDT time from June 23rd…

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TRUST Board Renews Contracts with Callahan Subsidiary and Other Key Providers

By Trust for Credit Unions on March 24, 2015 at 11:02 am

Washington, D.C. – The Board of Trustees for TRUST, the oldest and largest mutual fund family created for and by credit unions, renewed several key contracts for administration, distribution and investment management services, during its recent quarterly meeting. As part of its ongoing governance role, the Board of Trustees reviews and evaluates each provider annually…

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TRUST Elects Gene O’Rourke as Chair and Jim Regan as Vice Chair of Board of Trustees

By Trust for Credit Unions on February 10, 2015 at 1:16 pm

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, recently elected Gene O’Rourke as Chair and Jim Regan as Vice Chair of the Board of Trustees during its annual meeting.

Gene O’Rourke, Managing Director of O’Rourke & Associates, has over 40 years of recruiting, auditing and consulting…

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TRUST Shareholders Elect Regan, Renderos and Steinberger to Board of Trustees

By Trust for Credit Unions on February 3, 2015 at 4:31 pm

Washington, D.C. – The shareholders of TRUST, the oldest and largest mutual fund family created for and by credit unions, unanimously elected Jim Regan, Julie Renderos and Michael Steinberger to their Board of Trustees.

Regan is Chief Executive Officer of Digital Federal Credit Union (DCU), a $5.8 billion institution headquartered in Massachusetts. He has been…

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TRUST to Host 6th Installment of Complimentary Fundamentals of Fixed Income Webinar Series

By Trust for Credit Unions on July 21, 2014 at 5:11 pm

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, will host the sixth webinar in its Fundamentals of Fixed Income series on July 15th, 2014 at 1:00pm Eastern. Special guest Jeff Greenert, Senior Portfolio Manager at VyStar Credit Union, will host the session entitled: What if the…

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Gain Insights into MBS and CMO Performance Drivers at Callahan Investment Forum

By Carissa Heckathorn on August 6, 2013 at 9:41 am

WASHINGTON, DC Callahan & Associates and TRUST Mutual Funds are excited to announce Kevin Heal, Vice President of Sales and Business Development with Callahan Financial Services as a speaker at the National Investment Forum taking place October 9-11, 2013.

Heal provides over 25 years of experience in trading and sales of mortgage-backed securities in…

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Coastal Federal Credit Union Executive Brad Miller to Speak at Callahan National Investment Forum

By Carissa Heckathorn on June 24, 2013 at 10:13 am

WASHINGTON, DC Callahan & Associates and TRUST Mutual Funds are excited to announce the addition of Brad Miller, executive vice president and chief financial officer of Coastal Federal Credit Union to the agenda of the National Investment Forum taking place October 9-11, 2013.

Miller’s topic The Strategic Business Model will utilize real life case…

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Callahan East Coast Investment Forum Offers Participants CPE Credits

By Carissa Heckathorn on June 10, 2013 at 9:38 am
For Immediate Release:  June 10, 2013

Washington, D.C. – Callahan & Associates, Inc. and TRUST, the oldest and largest mutual fund family created for and by credit unions, are sponsoring their next East Coast Investment Forum in Boston October 9th – 11th, 2013. Participants can earn up to 11 CPE credits during the conference while…

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TRUST Offers New Investment-Focused Blog

By Carissa Heckathorn on May 17, 2013 at 1:56 pm

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, recently launched a new investment-focused blog. The blog will offer both quick tips and more in-depth educational articles to help credit unions manage their own investment portfolios more effectively.  

“Credit unions often come to us looking for the…

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CUSO Financial Services Partners with TRUST to Offer Institutional Mutual Funds for Credit Unions

By Trust for Credit Unions on April 30, 2013 at 1:52 pm
For Immediate Release:  April 30, 2013
Contact: Carissa Heckathorn, (202) 223-3920 or checkathorn@callahan.com

Washington, D.C. – TRUST, the oldest and largest mutual fund family created for and by credit unions, and its primary distributor, Callahan Financial Services, Inc., have recently partnered with CUSO Financial Services L.P. (CFS), a full-service broker dealer and SEC Registered Investment…

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TRUST Renews Key Contracts with Callahan Subsidiary, Credit Union Partnership and Investment Manager

By Carissa Heckathorn on April 1, 2013 at 3:59 pm
For Immediate Release:  Monday, April 1, 2013
Contact: Carissa Heckathorn, (202) 223-3920 or checkathorn@callahan.com

Washington, D.C. – TRUST, the oldest and largest mutual fund created for and by credit unions, renewed several of its key contracts for administration, distribution and investment management services, during its recent annual meeting. The TRUST’s board of trustees reviews and…

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TRUST Elects New Officers for Management of Credit-Union Only Investment Options

By Trust for Credit Unions on March 26, 2013 at 2:56 pm
For Immediate Release:  Tuesday, March 26, 2013
Contact: Carissa Heckathorn, (202) 223-3920 or checkathorn@callahan.com

Washington, D.C. – TRUST, the oldest and largest mutual fund created for and by credit unions, elected new officers, including a new President, during its recent annual meeting.

Jay Johnson, Executive Vice President of Callahan & Associates and Treasurer of TRUST,…

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Trust Adds Jim Regan, CEO of DCU, as a Trustee of Mutual Funds

By Trust for Credit Unions on March 8, 2013 at 2:21 pm
For Immediate Release:  Friday, January 4, 2013
Contact: Carissa Heckathorn, (202) 223-3920 or checkathorn@callahan.com

Washington, D.C. – The oldest and largest mutual fund created for and by credit unions, Trust for Credit Unions (www.trustcu.com), has appointed Jim Regan as a Trustee of the funds effective Jan 1, 2013.

Regan has been an active participant in…

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TRUST For Credit Unions Debuts New Brand At Governmental Affairs Conference

By Trust for Credit Unions on February 22, 2013 at 2:26 pm
For Immediate Release:  Monday, February 25, 2013
Contact: Carissa Heckathorn, (202) 223-3920 or checkathorn@callahan.com

Washington, D.C. – TRUST, the oldest and largest mutual fund created for and by credit unions, will launch its new brand identity at the 2013 Governmental Affairs Conference.

“We’ve gone through this rebranding effort to more accurately represent the TRUST…

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Dwight Johnston To Kick-Off Callahan & Associates 2013 National Investment Forum

By Trust for Credit Unions on December 14, 2012 at 2:05 pm
For Immediate Release: December 13, 2012
Contact: Carissa Heckathorn, Callahan & Associates, 202-223-3920, checkathorn@callahan.com

Washington, D.C. – Trust for Credit Unions is partnering with Callahan & Associates to bring investment experts together to discuss the economic outlook for 2013 and share best practices with credit union executives and investment managers. Together, they are sponsoring…

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EasCorp Partners with Trust for Credit Unions to Expand Access to Critical Industry Investment Options

By Trust for Credit Unions on October 17, 2012 at 5:28 pm
For Immediate Release: Tuesday, October 9, 2012 
Contact: Sharon Simpson, (240) 620-4095 or ssimpson@creditunions.com 

Washington, D.C. – EasCorp and the Trust for Credit Unions officially announced a new relationship today. The relationship will enable EasCorp to provide three TCU Investment Portfolios to its two hundred and seventy-five (275) member credit unions in order to expand…

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Credit Union Liquidity Leads to 54% Growth in Trust for Credit Unions Money Market Portfolio

By Trust for Credit Unions on July 16, 2012 at 5:50 pm
For Immediate Release: Monday, July 16, 2012 
Contact: Sharon Simpson, (240) 620-4095 or ssimpson@creditunions.com 

Washington, D.C. – (Monday, July 16, 2012) – As credit unions continued to experience high liquidity levels, Trust for Credit Unions (Trust) has seen significant growth in all three of its portfolios, with the largest growth percentage occurring in the…

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Trust for Credit Unions Elects Jim Barr as Chair, Succeeding Rudy Hanley

By Trust for Credit Unions on February 7, 2012 at 6:12 pm
For Immediate Release: February 7, 2012
Contact: Sharon Simpson, (240) 620-4095 or ssimpson@creditunions.com 

The oldest and largest mutual fund created to serve credit unions, Trust for Credit Unions (www.trustcu.com) has announced that Jim Barr, Trust trustee since 1987, has been elected Chairman, succeeding Rudy Hanley, who chaired the Trust for the past three years. 

Barr,…

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2012 Outlook Webinar Featuring Credit Union CEOs Tom Dorety and Frank Pollack

By Trust for Credit Unions on February 3, 2012 at 9:30 am
For Immediate Release: Friday, February 3, 2012 
Contact: Sharon Simpson, (240) 620-4095 or ssimpson@creditunions.com 

Washington, D.C. – Callahan Financial Services and Dwight Johnston Economics are jointly hosting a free webinar on Thursday, February 9, at 2:30 p.m. (EST). The webinar will feature a lively discussion with Frank Pollack and Tom Dorety, CEOs of Pentagon FCU…

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Dwight Johnston and Callahan Financial Services Provide New Economic and Financial Analysis for Credit Union Executives

By Trust for Credit Unions on January 31, 2012 at 9:37 am
For Immediate Release: Tuesday, January 31, 2012 
Contact: Sharon Simpson, (240) 620-4095 or ssimpson@creditunions.com 

Washington D.C. – Dwight Johnston Economics and Callahan Financial Services are partnering to provide a new daily economic commentary written specifically for credit union leaders. This complimentary service is available by registering at the Trust website. 

“In today’s complex and fast…

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