Your Best Interest is What We Do Best.

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions and regulated by the Office of the Comptroller of the Currency. We provide financial stewardship, trust and estate services, and wealth management solutions… even for non-credit union accounts.

Our Mission:

To help credit union members and private clients protect their hard-earned assets, achieve their financial aspirations, and ensure their financial legacy.

Our sole mission—and mandate—is to act in our clients’ best interest, always.

With our Main Street values comes Wall Street expertise. We are continually recognized and quoted in the industry as innovators and subject matter experts in trust administration and investment management. Our mission guides our team, making ‘doing the right thing’ our “thing”.

A Little More About Us. So We Can Serve You More.

34
Years
Serving You
89
Credit Union
Partners
300+
MTC
Agents
Actively managing over $4 billion in assets.

Innovator of the FlexIRA™, Charitable Donation Account, and Employee Benefit Funding Trust.

Committed to serving credit union and non-credit union members nationwide.

One of the first trust companies to leverage low-cost and tax-efficient strategies using ETFs in portfolio design.

Members Trust Company

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National Headquarters:
14055 Riveredge Drive
Suite 525
Tampa, FL 33637
(888) 727-9191
Denver Office:
501 S. Cherry Street
Suite 210
Denver, CO 80246
(720) 482-2501
Fairfax Office:
4100 Monument Corner Drive
Suite 130
Fairfax, VA 22030
(571) 418-7016