Unlock Greater Impact with Your Credit Union’s Assets
Credit union asset management is full of complexities — balancing regulatory compliance, mitigating risks, and making a meaningful impact requires expertise and strategic focus. Credit unions strive to grow their portfolios while staying aligned with their mission.
First Community Trust is here to help. We specialize in partnering with credit unions to invest assets in line with NCUA provisions, offering innovative solutions like Charitable Donation Accounts (CDA) and Pre-funded Employee Benefit Accounts (PEB). Our professional investment management services are tailored to diversify your holdings, reduce risks, and enhance returns.
Pre-Funded Employee Benefit Account
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- Health Insurance
- Dental Insurance
- Life Insurance
- Retirement Plans
- And More!
By investing in a PEB, a credit union can diversify holdings, reduce risk and increase the expected rate of return all while strengthening their employee benefit package.
Contact us to learn more about a Pre-Funded Employee Benefit Account for your credit union.
Charitable Donation Account
A Charitable Donation Account (CDA) helps credit unions make the most impact in their communities. With a CDA credit unions are able to:
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- Fund charitable giving through returns instead of operating income.
- Increase the potential to contribute more than was possible in the past.
- Stretch charitable giving to impact more causes.
A CDA investment gives credit unions a way to diversify holdings, reduce risk and increase the expected rate of return all while maximizing charitable donations in the community they serve.
Contact us to learn more about a Charitable Donation Account for your credit union.
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Services for Organizations
Through unparalleled investment solutions and expertise, First Community Trust manages assets on behalf of for profit corporations, non-profit organizations, financial institutions, foundations and endowments.
Credit Union Wealth Management Partnership
FCT helps credit unions deliver high-touch wealth management services to their members without the burden of building in-house expertise.
Qualified Retirement Plans
FCT offers tailored, cost-effective retirement solutions that attract top talent, reduce administration burdens, and enhance employee financial well-being.
Non-Profit
FCT partners with your organization in the important work of enriching your community’s quality of life.