Trust for Credit Unions and ALM First provide new resources for credit unions

WASHINGTON, DC (October 4, 2017) — Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, and its new investment advisor, ALM First Financial Advisors, LLC (ALM First), are providing current and prospective TCU investors with expanded resources to help them remain up-to-date on the latest market trends.

ALM First produces a monthly market commentary designed specifically for financial institutions and TCU has been making this new, more in-depth resource available to current and potential investors. Interested credit unions may visit to sign-up for this free resource.

In addition, quarterly investor webinars are being held to review the latest market trends and discuss TCU portfolio performance in more detail. ALM First’s expertise is also being incorporated into Callahan & Associates’ quarterly Trendwatch webinars, which are provided on a complimentary basis to benefit the entire industry.

ALM First has a long history of partnering with credit unions and is committed to serving the industry. With approximately $20 billion of assets under management and more than 250 financial institution clients nationwide, ALM First is a leading, trusted strategic partner for financial advisory services.

“TCU has started a new chapter with ALM First as our investment advisor,” said Jay Johnson, President of TCU. “We’re excited about the future opportunities that lie ahead in serving the credit union industry’s investment needs. The expanded resources are just the first step in our evolving model.”

TCU helps credit unions succeed in serving their members by providing a professionally managed family of mutual funds — exclusive to credit unions — as well as the information and analysis they need to support investment decisions. Created by leading credit unions and with oversight by a board of trustees, TCU’s mutual fund options keep credit unions invested, are professionally managed, and are based on the cooperative values of credit unions.

About Trust for Credit Unions (TCU)

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associates and is the distributor of the TCU mutual funds. ALM First Financial Advisors, LLC is the investment adviser of the TCU mutual funds. To obtain a prospectus that contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully.

About ALM First

ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $20 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 250 financial institutions across the country.

Sharon Simpson
(202) 223-3920
[email protected]

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