MEMBERS Capital Advisors, Inc.

MEMBERS Capital Advisors, Inc.

MEMBERS Capital Advisors, Inc.

Overview
Date Founded

1982

Headquarters

5910 Mineral Point Road,Madison, WI 53705-4456

Type of Company

Private

Employees (Worldwide)

48

Industries

Investment Services & Portfolio Management

Company Description

MEMBERS Capital Advisors' (MCA) investment approach is based on the belief is that incremental value can be added through both security and sector selection. The firm seeks to produce predictable and consistent excess returns while strictly controlling risk. Their strategy involves in-depth analysis of each credit union's balance sheet using multiple disciplined approaches. MCA employ active management that incorporates multiple fixed-income sectors. The firm focuses on risk management and utilize both qualitative and quantitative methods.MCA constructs bond portfolios that seek to achieve competitive investment returns while strictly controlling risk. The firm's main benchmark is the Merrill Lynch US Domestic Master. MCA focuses on investment grade securities. They emphasize intermediate term bonds with average maturities of 3 to 10 years.MCA employs a quantitative investment strategy that seeks to determine the most efficient allocation of investment assets to match the potential emerging liabilities of the broad array of insurance products and solutions offered by CUNA Mutual Group. The firm uses proprietary software to model potential interest-rate risk and optimize the performance of the company's general account investment portfolio. MCA's Quantitative Strategy team performs in-depth benchmark analysis, tracks the volatility of the firms stock and bond portfolios versus these benchmarks and develops screening tools to identify potentially undervalued securities using fundamental data from financial statements. The team also oversees the derivative positions taken by CUNA Mutual Group and manages the foreign currency risks posed by CUNA Mutual Group's international operations.MCA tends to invest in the stocks of mid-cap and large-cap US companies in the healthcare technology, finance, energy minerals and consumer non-durables sectors.

Contact Data
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Executives & Employees

Assistant Secretary

President & Chief Investment Officer

Vice President, Managing Director-Investments

Vice President, Managing Director-Investments

Vice President, Managing Director-Investment Research

Vice President, Managing Director-Investments

Vice President, Managing Director-Investments

Managing Director & Portfolio Manager

Vice President-Managing Director-Investments

Director of Investment Strategy

Board of Directors

President & Chief Investment Officer at MEMBERS Capital Advisors, Inc.

Vice President-Market Risk at MEMBERS Capital Advisors, Inc.

Treasurer at Members Life Insurance Co.

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Advisors & Consultants
Auditor

Deloitte & Touche LLP engages in the provision of auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. Its services include international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. Deloitte & Touche was founded on March 7, 1995 and is headquartered in New York, NY.

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