CUNA Mutual Fiduciary Consultants  Refreshing CUNA Mutual Fiduciary Consultants
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Our People

Get to know the team that will work with you.
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Scott Knapp's Market Update

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Intro

Who we are 
As an institutional investment  advisor, we provide fiduciary consulting services, to  organizations nationwide. We focus on our clients’ investment objectives and work to achieve those goals. 

What we do
We follow a holistic approach that delivers optimal solutions to complex investment challenges using sophisticated tools and strategies.

How we do it 
Our consultants provide advice and recommend strategies designed to meet your organization’s goals.  Their efforts are supported by an investment committee  comprised of CFA charter holders, actuaries, and other esteemed investment professionals with proven track records. Our wealth of knowledge and experience is put to work to meet your organization’s objectives.

Our promise
We will help you pursue your investment objectives, save you time, and reduce business and regulatory risk through ongoing partnership and collaboration. Our services are backed by more than 75 years of market commitment.

 

 

To learn more

To learn more call
800.356.2644, ext. 7184

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