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.