Managed Account Services

MEMBERS Capital Advisors provides professional money management services designed specifically for credit unions and individual credit union members.

MEMBERS Managed Account Program (MAP), our discretionary mutual fund account program, includes:

• Detailed investor profile information gathering and analysis to assure that your particular situation, needs and goals are fully reflected in your investment plan
• Asset allocation strategies based on state-of-the-art portfolio design programs to match your portfolio’s characteristics to your particular profile
• Recommended mutual funds from a select group of proven mutual fund companies which pass rigorous selection criteria
• Periodic account statements and performance reports in clear, easy-to-read formats
• Personal attention to your changing needs and ongoing analysis of funds to keep you on course with your lifetime investment program

MEMBERS Institutional Services includes both mutual fund and securities account management services for pension, foundation and other institutional clients.  These are complete, custom-developed management services which include everything from assistance in developing investment policies to complete discretionary implementation of established programs.

With all of our managed account programs, MEMBERS Capital Advisors utilizes the same core philosophies employed in the management of our mutual funds, institutional portfolios and other accounts – an insistence on broad diversification, a value-oriented approach, a focus on the management of risk, a long-term perspective, and an unwavering commitment to our investors’ long-term investment success.


IMAP Documents--for internal use only