Mutual Fund Advisory

What Mutual Fund Advisory Services does ALM First Financial Advisors provide?

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

How does ALM First Financial Advisors 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 Financial Advisors 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 three-month Treasury bill equivalent 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 Treasury note equivalent duration
    • Consists of government securities and mortgage-backed securities
    • Balances the search for increased income with high credit quality and relative stability of principal

    What is ALM First's role?

    ALM First Financial Advisors 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.

    All investing is subject to risk, including the possible loss of the money you invest.

    “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

    INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.