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1001 connecticut ave. nw suite 1001 washington, dc 20036 -- need help call : 1-800-237-5678 tcugroup@trustcu.com dst vision access portfolios ultra-short duration portfolio short duration portfolio government money market portfolio investment resources beyond the headlines archived webinars credit union investment trends guide to mutual fund investing performance reports monthly fund update shock analysis fund fact sheets historical nav investment documents prospectus & statement of additional information prospectus xbrl semi & annual reports new account form about us trust for credit unions our partners meet the team faq trustees contact us portfolios ultra-short duration portfolio short duration portfolio government money market portfolio investment resources beyond the headlines archived webinars credit union investment trends guide to mutual fund investing performance reports monthly fund update shock analysis fund fact sheets historical nav investment documents prospectus & statement of additional information prospectus xbrl semi & annual reports new account form about us trust for credit unions our partners meet the team faq trustees contact us access to information financial data in real time, web tools and personal consultation to help you make educated investment decisions. find out more our team saves you time. knowledge and resource management the industry’s latest news, updates and recommendations delivered to you daily. find out more our team is an extension of you loyal partner a broker, an administrator, an advisor, a consultant, and a colleague who understands you – with trust, you have it all. find out more our team stands by you strategic resource the strategic direction you need to capitalize on credit union trends and forecasts. find out more our team prepares you partnership and collaboration industry leaders in asset management, research, and mutual fund operations are now on your side. find out more our team is part of your team we are trust for credit unions mutual funds for and by credit unions. portfolios investment resources performance reports investment documents investment options for credit unions in a nutshell, we help 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 some of the leading credit unions with oversight by a board of trustees, trust’s mutual fund options keep credit unions always invested, are professionally managed, and are based on the cooperative values of credit unions. 08 years experience 25k happy customers 100% satisfaction -- value of our company duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. -- our partners alm first financial advisors, llc alm first financial advisors, llc is a leading, trusted strategic partner for financial advisory services. their expertise in asset liability management and investment portfolio management allows them to deliver deeper insights into your balance sheet and employ that knowledge to strengthen the financial performance of your institution. read more » u.s. bancorp fund services, llc u.s. bancorp fund services is a wholly owned subsidiary of u.s. bank. as the fifth largest commercial bank in the united states, with total assets of $459 billion, u.s. bank is recognized as one of the nation’s strongest financially performing banks. read more » cufslp callahan credit union financial services limited liability partnership (cufslp) provides innovation, collaboration, and thought leadership to drive the strategic role of the partnership within the credit union community. cufslp is the founder and administrator of trust for credit unions. read more » alm first financial advisors, llc alm first financial advisors, llc is a leading, trusted strategic partner for financial advisory services. their expertise in asset liability management and investment portfolio management allows them to deliver deeper insights into your balance sheet and employ that knowledge to strengthen the financial performance of your institution. read more » callahan & associates callahan & associates is dedicated to helping the credit union industry thrive. our team of experts provides leading research, analytics, networking, and consulting solutions. read more » callahan financial services callahan financial services (cfs), our distributor. cfs is a subsidiary of callahan & associates. callahan credit union financial services limited liability limited partnership (cufslp), our fund administrator. read more » tait, weller & baker, llp tait, weller & baker, llp, operating as tait weller, opened its first accounting office in philadelphia, pennsylvania in 1921. for over 90 years, we have brought uncompromising quality, depth of knowledge and personalized service to every engagement. read more » vigilant compliance, llc vigilant compliance, llc is a full service compliance firm servicing the regulatory needs of a diversified range of investment management clients. read more » drinker biddle drinker biddle is a national, full-service law firm providing litigation, regulatory and business solutions to public and private corporations, multinational fortune 100 companies and start-ups. read more » our latest news alm first daily market commentary: september 14, 2018 the treasury curve is roughly 2 bps higher across the curve this morning, with the 10-year cresting just shy of 3%. a rally in global equity markets spurred by renewed optimism surrounding international trade pushed treasury prices lower overnight and into this morning. retail sales in the month of august disappointed, showing a 0.1% increase alm first financial advisors comments: 0 alm first daily market commentary: september 13, 2018 treasury prices are again higher this morning following a weaker than expected cpi print. inflation for the month of august came in at 0.2% month over month vs the consensus median of 0.03%. core cpi, excludes food and energy, missed expectations by 0.1% as well, coming in at 0.1% vs 0.2%. compared to this point alm first financial advisors comments: 0 alm first daily market commentary: september 12, 2018 the treasury market is rallying this morning in response to a lower than expected print in august’s ppi print, which actually contracted by 0.1% vs the 0.2% median expectation. the producer price index fell for the first time in 18 months driven largely by declining costs for machinery and equipment wholesaling. core ppi, the measure alm first financial advisors comments: 0 the tcu portfolios offer flexibility for a changing market contact us 1-800-237-5678 • tcugroup@trustcu.com 1001 connecticut ave. nw suite 1001 washington, dc 20036 1-800-237-5678 tcugroup@trustcu.com our site contact us privacy policy faq creditunions.com callahan.com copyright © 2018. all rights reserved. alm first financial advisors, llc is the investment advisor to the tcu portfolios. the performance shown represents past performance and does not guarantee future results. average annual total returns current to the most recent month-end and quarter-end are available on the 'performance' page of this web site. the investment return and principal value of an investment in a fixed income portfolio will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. an investment in a portfolio is not a credit union deposit and is not insured or guaranteed by the national credit union share insurance fund, the national credit union administration, or any other government agency. an investment in a portfolio involves investment risks, including possible loss of principal. the total annual operating expense ratios of the 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