TRUSTAGE INVESTMENT MANAGEMENT other names

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Adviser Profile

As of Date:

03/26/2024

Adviser Type:

- Large advisory firm

Number of Employees:

64 3.23%

of those in investment advisory functions:

43 2.38%

Registration:

SEC, Approved, 1/4/1983

AUM:

35,460,961,000 10.70%

of that, discretionary:

32,743,973,000 11.26%

Private Fund GAV:

2,424,406,718 8.29%

Avg Account Size:

101,317,031 14.18%

SMA’s:

YES

Private Funds:

6

Contact Info

608 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
34B 29B 24B 19B 14B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Baltimore City Council passes bill offering renters security deposit alternatives over concerns from some members
04/05/2021

The Baltimore City Council passed a bill Monday that would give renters additional options for paying security deposits over the concerns of several council members and advocacy groups who said ...

capitalgazette.com

The Best Cash Back Credit Cards Of April 2021
03/29/2021

Editorial Note: Forbes may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Travel rewards credit cards can earn sizab ...

Forbes

Capital Farm Credit to return $98.3 million to borrowers
03/15/2021

Bryan, Texas, March 15, 2021 (GLOBE NEWSWIRE) -- Despite the major disruptions caused by the COVID-19 pandemic, Capital Farm Credit once again posted a year of strong financial results in 2020.

Morningstar

Capital Farm Credit to return $98.3 million to borrowers
03/15/2021

Bryan, Texas, March 15, 2021 (GLOBE NEWSWIRE) -- Despite the major disruptions caused by the COVID-19 pandemic, Capital Farm Credit once again posted a year of strong financial results in 2020. As ...

Yahoo Finance

Sampo plc: Disclosure Under Chapter 9 Section 5 of the Securities Market Act (BlackRock, Inc.)
03/15/2021

Thus, the total number of votes is 560,151,850. Total positions of BlackRock, Inc and its funds subject to the notification: % of shares and voting rights (total of A) % of shares and voting rights through financial instruments (total of B)

Yahoo Finance

Momentum Building as Xtrackers MSCI USA ESG Leaders Equity ETF Exceeds USD 3 Billion in Assets
03/15/2021

2 The Xtrackers ESG range was awarded ‘ETF Suite of the Year’ at Fund Intelligence’s Mutual Fund Industry and ETF Virtual Awards 2020. 3 DWS Group (DWS) is one of the world's leading asset managers with USD 969bn of assets under management (as of 31 ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 6 $2,424,406,718

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Private Funds



Employees




Brochure Summary

Overview

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.