Founded in 1982, MCA is an Iowa corporation with a principal place of business
located at 5910 Mineral Point Road, Madison, WI 53705. We are wholly owned
by C U N A M u t u a l I n v e s t m e n t C o r p o r a t i o n , which in turn is wholly
owned by CMFG Life Insurance Company. Our principal business is to provide
investment management and advisory services to our affiliated companies, other
institutions and pension and profit-sharing plans. All of our advisory accounts are
managed to the specific investment policy and guidelines provided by the client.
We offer advice regarding investment in public and private domestic and foreign
equities, public and private corporate debt, municipal securities, investment
companies, collective investment trusts, U.S. Government securities, option
contracts (securities and commodities), futures contracts (tangibles and
intangibles), partnerships (real estate, oil and gas interest), limited partnerships
investing in mezzanine debt, bank loans and other debt instruments, commercial
mortgage loans, structured notes,
collateralized loan obligations, collateralized
bond obligations, asset-backed securities, mortgage-backed securities,
commercial mortgage-backed securities, open-ended mutual funds, and
exchanged traded funds.
Accounts for unaffiliated clients are managed on both discretionary and non-
discretionary bases. In some discretionary engagements, we are given full
authority to acquire and dispose of commercial mortgage assets and to manage
the commercial mortgage assets while owned by the client.
We may act as an ERISA Section 3(21) investment advisor or Section 3(38)
investment manager to qualified retirement plans. We provide investment services
that include selecting, monitoring and, as appropriate, changing asset classes,
selecting, monitoring and, when appropriate, changing investments and
investment managers; and developing, monitoring and, as appropriate, changing
asset allocation arrays.
As of December 31, 2022, we managed client assets in the amount of $
29,431,262,000on a discretionary basis and $ 2,601,133,000 on a non-
discretionary basis.