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MFWire: Trust for Credit Unions (TCU)
MUTUAL FUND FAMILY PROFILES [BETA]
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Callahan Financial Services Inc.
1001 Connecticut Avenue, NW
Suite 1001
Washington, DC  20036
Google Maps

Contact
Main Phone: 202-223-3920
Web Site: http://www.callahan.com

Mutual Fund Brand(s)
Trust for Credit Unions (TCU)

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Trust for Credit Unions (TCU) dates back to 1987. It is a mutual fund family designed for credit unions looking to "invest excess member deposits." The funds are distributed by Callahan Financial Services (a subsidiary of Callahan & Associates, a consulting firm that focuses on the credit union industry) and managed by ALM First Financial Advisors (a risk-management-focused asset manager that dates back to 1995 and focuses on offering financial advisory services to credit unions).
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    Key People:
    Charles Filson
    President , Callahan Financial Services, Inc.
    L Terry
    Media Contact,
    Ray Springsteen
    VP of Business Development and Sales ,
    Alix Patterson
    Chief Operating Officer ,
    Jonathan Jeffreys
    VP, Callahan Financial Services ,
    Story Archive for Callahan Financial Services Inc.
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