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May 23, 2017

Trust Services     Members Trust Icon     Investments     Members Trust Icon     Financial Advice

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TRUST SERVICES

Over 30 years of experience,
for guidance you can count on

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GUIDED BY VALUES

Attention to detail for your personal needs

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INVESTMENTS

3 decades of proven industry
experience behind you

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FINANCIAL ADVICE

Personalized solutions for today and tomorrow

GUIDED BY THE STRENGTH & VALUES OF AMERICA’S CREDIT UNIONS

Since 1987, Members Trust Company, FSB has provided trust and investment services to credit union members and private clients throughout the United States. Owned and managed by America’s Credit Unions, Members Trust Company abides by the management philosophy of our owners – to act in the best interest of our clients while fulfilling our fiduciary duty as a trust company. These credit unions, with over $180 billion in assets, provide Members Trust Company with its strategic values and underpin our strength as a national trust and investment firm.

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Trusteed IRA

Our Trusteed IRA offers “More Than Just Managing the Money”. It combines the tax benefits of an IRA with the flexibility of a Living Trust.

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ETF Portfolio Advantage®

Exchange Traded Funds allow our investment professionals to customize an investment strategy for your unique circumstance and objective.

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Trust & Estate Planning

Our senior estate planning team will be a knowledgeable and trusted friend to help you finalize an estate plan to protect yourself.

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Knowledge to Plan Webinars

Senior Protection…
5/18 @ 4pm EST Register

Trusteed IRA…
5/25 @ 1pm EST Register

Our Investment Team

John M Largent, CFA
Chief Investment Strategist

Kate Braddock, CFA
Co-Chief Investment Officer

Sheldon Reynolds, CFA
Vice President, Trust & Investments

Jason Ritzenthaler, CFA
Co-Chief Investment Officer


 PROFESSIONAL TRUST OFFICER ON CALL

If you have a question on the benefit of a living trust to avoid probate or other estate or trust question, please give us a call at (888) 727-9191 or email and talk to one of our professional trust officers on call, Mon. – Fri. 9am – 5pm EST.

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