What Mutual Fund Advisory Services does ALM First provide?

ALM First is an industry leader in fixed income asset management and specializes in managing 703-compliant assets. ALM First provides these services for mutual funds seeking individualized solutions for their unique needs. Based on the mandates of the fund, ALM First strives to provide enhanced risk-adjusted performance and investment management services.

How does ALM First Operate its Mutual Fund Advisory Services?

In 2017, Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, selected ALM First as its investment advisor for the Trust For Credit Unions Ultra Short Duration Portfolio (TCUUX) and the Short Duration Portfolio (TCUDX).

 

Current example portfolios include:

Ultra-short duration portfolio

  • Targets a nine-month duration
  • Consists of government securities and mortgage-backed securities
  • Balances the search for increased income with high credit quality and low volatility of principal

 

Short duration portfolio

  • Targets a two-year duration
  • Consists of government securities and mortgage-backed securities
  • Balances the search for increased income with high credit quality and relative stability of principal

 

>> Contact us today to determine your individualized solution.

Mutual Funds FAQ

What is ALM First's role?

ALM First has served as the investment advisor to the Trust for Credit Unions (TCU) Portfolios since 2017. More information about the TCU Portfolios is available at http://www.trustcu.com/.