TruStage Investment Management, operating as MEMBERS Capital Advisors, manages investments for affiliated companies, institutions, and retirement plans. They offer advice on various investments, including stocks, bonds, and real estate. Accounts are managed based on the client's specific investment policy and guidelines. They may also act as an advisor or manager to qualified retirement plans, selecting and monitoring investments and asset allocation.
Fee Structure
TruStage Investment Management's fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually of the market value of the assets managed. The specific fee depends on the nature of the engagement, account size, asset composition, and the complexity of the client's preferences and objectives. Fees are generally billed monthly or quarterly in arrears and are typically non-refundable.