We're in the Business of Growing Your Business.
Our Investment Team manages over $4 billion in assets for 89 credit union partners. In 2004, our Investment Team adopted the strategy of using Exchange Traded Funds (ETFs) in portfolio design, making us one of the first trust companies in the United States to recognize their lower cost and tax efficiency. Since then, we’ve been recognized by Forbes and Morningstar for investment strategies that manage both risk and return.
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