Portfolios


Could This Be You?

"I use the TCU money market portfolio to capture a competitive rate and to diversify while still meeting the liquidity needs of our institution."

The TRUST portfolios offer many advantages when compared to direct investments in the underlying securities.

THE BENEFITS INCLUDE:

  • Professional investment management by¬†ALM First Financial Advisors, LLC
  • Quality and diversification
  • No transaction fees or set-up fees
  • Same-day or next-day liquidity
  • No withdrawal limits or minimum balances

Investing in the TRUST Portfolios allows you to invest with a collaborative model; a portfolio created by and serving credit unions.

THE TRUST PORTFOLIOS ARE:

  • Not a deposit
  • Not NCUA insured
  • Not FDIC insured
  • Not insured by any government agency

LEARN MORE ABOUT OUR PORTFOLIOS:

  • Money Market Portfolio
  • Ultra Short Duration Portfolio
  • Short Duration Portfolio
  • Custom Duration Portfolio

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