Investment Documents

Yield Optimizer

The Trust Yield Optimizer allows credit unions to build a custom portfolio given a target duration that optimizes yield. Enter your credit union’s desired duration for an investment and the Trust Yield Optimizer will allocate the amount in each Trust Portfolio to maximize yield. Calculated results cannot be guaranteed.

Could This Be You?

"I use the Yield Optimizer to find the correct balance of funds required to meet my specific duration target."
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