MEMBERS Capital Advisors, operating as TruStage Investment Management, provides investment management and advisory services primarily to affiliated companies, financial institutions, pension plans, and profit-sharing plans. Founded in 1982 and based in Madison, Wisconsin, the firm manages public and private equities, corporate debt, municipal securities, real estate, and various other asset classes. MEMBERS Capital Advisors also offers qualified retirement plan consulting, including serving as an investment advisor or investment manager for retirement plans under federal retirement plan rules. The firm manages assets on both discretionary and non-discretionary bases. Because MEMBERS Capital Advisors focuses entirely on institutional clients, corporate accounts, and retirement plans, the firm does not provide direct wealth management or financial planning services for individual retail investors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.