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MEMBERS Capital Advisors celebrates its 20th

MADISON, Wis. - CUNA Mutual's investment advisor affiliate, MEMBERS Capital Advisors, recently celebrated its 20th anniversary. The unit has grown from a group of seven people managing $800 million, to a team of 55 overseeing nearly $10 billion. "Our investment philosophy hasn't changed a bit in all of those years,"said...

By Staff Writer | Updated on November 19, 2002

MADISON, Wis. – CUNA Mutual’s investment advisor affiliate, MEMBERS Capital Advisors, recently celebrated its 20th anniversary. The unit has grown from a group of seven people managing $800 million, to a team of 55 overseeing nearly $10 billion. “Our investment philosophy hasn’t changed a bit in all of those years,”said Michael Daubs, president of MEMBERS Capital Advisors and CUNA Mutual’s chief investment officer. “Solid returns from a diverse group of risk-managed value stock and investment-grade bond portfolios, coupled with a tax-efficient lowturnover strategy, are hallmarks of our philosophy. We stress individual investor returns with a focus on help, not hype,” said Daubs.

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