"When a man is sufficiently motivated, discipline will take care of itself."
~ Albert Einstein
We bring decades of experience working in the credit union industry. We know your business, as such we are bring a different thought process and methodology of doing business to the credit union industry!
Your Credit Union’s primary responsibility is to act in the best interests of your members; As a Fiduciary, CTMA’s primary responsibility is to act in your best interests.
At CTMA we believe transparency is the key to a value-based relationship. As an SEC Registered Investment Advisor, you’ll deal directly with the team that develops your plan, invests and manages your assets. We are independent and and only choose the best options for Your Credit Union.
As a fiduciary, we are focused on your results and providing predictable outcomes. We build custom portfolio's that meet your needs and objectives. This customization is based on your ALM and Balance Sheet Strategies, helping you diversify while accomplishing your long-term objectives.
CTMA’s structure allows for efficient dedicated portfolio models, lowering your cost of ownership and keeping to a managed result. One you can understand. Your portfolio may include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate hedging strategies.
We encourage clients to access and understand the what, why and how we work. An informed investor is our best client.
CTMA can provide solutions to your Executive Compensation plans including Employee Benefit Pre-Funding plans, 401(k) programs and Advisory Services to help you manage assets and risk in your balance sheet and.
At CTMA we believe transparency is the key to a value-based relationship. As an SEC Registered Investment Advisor, you’ll deal directly with the team that develops your plan, invests and manages your assets. We are independent and and only choose the best options for Your Credit Union.
As a fiduciary, we are focused on your results and providing predictable outcomes. We build custom portfolio's that meet your needs and objectives. This customization is based on your ALM and Balance Sheet Strategies, helping you diversify while accomplishing your long-term objectives.
CTMA’s structure allows for efficient dedicated portfolio models, lowering your cost of ownership and keeping to a managed result. One you can understand. Your portfolio may include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate hedging strategies.
We encourage clients to access and understand the what, why and how we work. An informed investor is our best client.
CTMA can provide solutions to your Executive Compensation plans including Employee Benefit Pre-Funding plans, 401(k) programs and Advisory Services to help you manage assets and risk in your balance sheet and.
