credit union investment services

Credit Unions

FCT offers specialized investment services for Credit Unions, including Charitable Donation Accounts (CDA) and Pre-funded Employee Benefit Accounts (PEB).

First Community Trust partners with Credit Unions to invest Credit Union assets following the unique provisions created by the NCUA. These types of accounts include Charitable Donation Accounts (CDA) and Pre-funded Employee Benefit Accounts (PEB). By investing in other asset classes, a Credit Union can diversify holdings, reducing risk and increasing the expected rate of return. FCT provides professional investment management services for these types of accounts and works in close collaboration with the Credit Union, following their chosen investment strategies.

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    Services for Businesses

    FCT offers qualified retirement plans.  In addition, FCT manages funds for endowments, foundations and other charitable entities.

    401(k) Plan Services

    FCT provides flexibility for 401(k) services — from trustee services and education to a range of investment options. 

    Non-Profit

    FCT partners with your organization in the important work of enriching your community’s quality of life. 

    credit union investment services

    Credit Union Investments

    FCT offers specialized investment services for Credit Unions, including Charitable Donation Accounts (CDA) and Pre-funded Employee Benefit Accounts (PEB).