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Members Trust Presentation

Today's Investment News

Why MEMBERS Trust Company PDF Print E-mail

Since 1987, MEMBERS Trust Company has met the investment and financial needs of individuals and their families. Owned and managed by America's Credit Unions, we share the core values and rich legacy of credit unions serving your best financial interests. With investment and estate planning professionals in offices across the United States, MEMBERS Trust Company will work with you to develop financial solutions for you and your family’s financial protection and security. We are dedicated to you, not Wall Street.

 
Innovative Investments PDF Print E-mail

MEMBERS Trust Company embraces the philosophy that knowledge, prudence and personal dedication provide the fertile ground for innovative investment solutions. For example, our investment team adopted the early use of Exchange Traded Funds as vehicles to lower overall investment costs and to better practice tax management of portfolios (See article appearing in Forbes.com). MEMBERS Trust Company’s investment team believes that innovation can and does make a difference and that is what you should expect from a national trust company owned and managed by credit unions.

 

MEMBERS Personal Trust and Asset Management Services for Credit Union Members


Member Update:
As part of the recent Financial Overhaul legislation by Congress, MEMBERS Trust Company’s current regulator, the Office of Thrift Supervision, has recently changed to the Office of the Comptroller of the Currency. This will not affect any of the services we provide you or the terms of such services. MEMBERS Trust Company in conjunction with our partner Credit Unions will continue to provide you quality trust and investment advice.

 
Your Retirement Solutions PDF Print E-mail

Wall Street firms can offer solutions, but your trust and advisory officer with MEMBERS Trust Company, believes providing retirement solutions is not the time for selling. America's credit unions formed MEMBERS Trust Company to provide solutions in your best interest. Your retirement is too important to let it sneak up on you. Call us and let’s work together and develop a plan to save, to invest wisely, and to set markers for your retirement.