Founded in 1982, MEMBERS Capital Advisors is a wholly-owned registered investment advisor subsidiary of CUNA Mutual Group, a leading provider of financial services to credit unions and their members. Serving 95% of U.S. credit unions for more than 80 years, CUNA Mutual Group helps credit unions and hardworking people build financial security through commercial and personal insurance products; lending and payment security solutions; and risk management, retirement, investment and marketing services.

MEMBERS Capital Advisors has more than $16.4 billion in assets under management (AUM)*. Our team employs a disciplined investment management process and uses state-of-the-art quantitative systems to support CUNA Mutual Group’s financial strength and protect capital investments for the future.

With more than $16.4 billion in assets under management (AUM), MEMBERS Capital Advisors investment methodology is based on thorough in-house research. Our highly experienced investment team manages high-quality, fixed income-centric portfolios to support and protect CUNA Mutual Group’s financial strength and stability in the marketplace, as well as to provide financial flexibility to support the long term company strategies.

These investment portfolios are well diversified including investment grade corporate bonds and other fixed income investments. Asset allocations reflect our mix of liabilities in CUNA Mutual Group’s lines of business, and shift over time based upon the economy and financial markets and includes appropriate levels of investment quality, liquidity, and asset class diversification.

We manage a combination of corporate bonds, municipal bonds, structured securities, U.S. Treasury/Agency/Foreign Government, stocks, limited partnerships and commercial mortgage loans.

MEMBERS Capital Advisors Commercial Mortgages & Real Estate Group is responsible for investing on behalf of CMFG Life Insurance Company and select third party investors. We support CUNA Mutual Group’s various lines of insurance and financial products by originating high quality debt positions in commercial real estate. Our mortgage portfolio continues to grow with a current value in excess of $1.8 billion, as of March 31, 2017. Annual production volume for CMFG Life Insurance Company and its clients has averaged approximately $400 million over the past four years. Our real estate professionals possess in-depth market knowledge and have developed strong relationships within the industry. Commercial mortgages are originated through a national network of mortgage banking correspondents. We offer competitive spreads for a variety of property types including retail, office, multifamily, and industrial. The loan program also accepts proposals for self-storage, student housing, manufactured housing, mixed-use, and parking structures on a case by case basis.

The Mortgage Loan Program

Our investment structure brings a high level of autonomy to be efficient and responsive throughout the process. Key decision-makers are included in the early stages of the origination process, providing surety of execution and enhanced flexibility. We accept loan requests between $3 and $30 million and offer a variety of prepayment structures and a forward funding program. Our closing process is straightforward and helps ensure that due diligence is completed in a timely manner. We provide in-house counsel free of charge for the commitment process and work with a strong network of local attorneys to expedite loan closings. We understand that real estate is a relationship business and we value our professional network. This understanding results in high quality, long term partnerships with our correspondents and repeat borrowers. We provide quick turnaround times for quotes and loan approvals, and lock-in rates at application prior to deal approval and third party report receipt.


Experience Builds Success

Our seasoned investment team includes expert professionals experienced in multiple sectors who maintain long-standing relationships that provide access to multiple markets.

Leadership Team

Dave Brown, President, MEMBERS<sup>™</sup> Capital Advisors; EVP & Chief Investment officer, CUNA Mutual Group

Dave Brown
President, MEMBERS Capital Advisors; EVP & Chief Investment officer, CUNA Mutual Group

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Heather Holler, Business Services Manager

Heather Holler
Business Services Manager

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Al Cantrell, Managing Director, Alternatives

Al Cantrell
Managing Director, Alternatives

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Amy Cameron, Managing Director, Public Fixed Income

Amy Cameron
Managing Director, Public Fixed Income

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Anne Finucane, Managing Director, Private Placements

Anne Finucane
Managing Director, Private Placements

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Tom Jensen, Managing Director, Commercial Mortgages

Tom Jensen
Managing Director, Commercial Mortgages

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Kurt Lin, Managing Director, Government, Agency and Structured Securities

Kurt Lin
Managing Director, Government, Agency and Structured Securities

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Stu Rossmiller, Managing Director, Credit Research

Stu Rossmiller
Managing Director, Credit Research

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Tom Webber, Managing Director, Public Fixed Income

Tom Webber
Managing Director, Public Fixed Income

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Ben Wydick, Director, Investment Risk

Ben Wydick
Director, Investment Risk

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