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Investment Solutions for Credit Unions

Senior managers from credit unions are being challenged:  to support healthy growth of their credit unions, optimize investment returns and enhance earnings performance.  MEMBERS Capital Advisors can complement your investment expertise and build an investment policy and strategy that will help your credit union achieve its objectives.

MEMBERS Capital Advisors provides investment services to credit unions in conjunction with the CUNA Mutual Investment Management Solutions group.  MEMBERS Capital Advisors has market-leading quantitative modeling, risk managment and fixed-income portfolio management capabilities.  Our objective advice and investment management is tailored to each credit union’s unique financial situation and needs.  Our investment services for credit unions include:

  • Investment policy development and review
  • Investment management and advisory services
  • Outsourced Asset Liability Management analysis and support
  • Investment education and training
  • Investment consulting

Click on the following link to view the CUNA Mutual Investment Management Solutions website.