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We are a national wealth management firm with the heart of a credit union.

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  • 37

    Years Serving You

  • 96

    Credit Unions

  • 200+

    MTC Agents

WHO WE SERVE

Which of These Describes you Best?

We are dedicated to serving credit union and non-credit union members nationwide in need of trust and estate services, investment management or general financial stewardship.

Member trust describes your best

our expertise

What We Do

We provide trust and estate services, investment management, and planning solutions for our valued clients, helping credit unions and individual investors SHINE.

S - Simplifying our clients’ trust, investment management, and estate needs

H - High-end service for every client, no one is overlooked at MTC

I - Implementing distinct premium solutions for clients and credit unions’ corporate capital

N - National trust company with locations across the country

E - Ethical investment team that is always committed to serving in the client’s best interest

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about us

Who We Are

MTC is the first nationally chartered trust & investment management company owned by credit unions with aligned goals and values and ashared passion formember service with deep roots going back over 36 years.

We have the full breadth of capabilities expected from large national firms but deliver an unrivaled service experience and relationship that you’d want from a local boutique.

Member Trust Who We Are

Our Credit Union Partners

Our Locations


National Headquarters:

14055 Riveredge Drive
Suite 525
Tampa, FL 33637

(888) 727-9191

Denver Office:

501 S. Cherry Street
Suite 440
Denver, CO 80246

(720) 482-2501

Fairfax Office:

4100 Monument Corner Drive
Suite 405
Fairfax, VA 22030

(571) 418-7016

El Paso Office:

Office Hours By Appointment
Only 221 N. Kansas Street
Suite 706
El Paso, Texas 79901
Trust Officer: Luis Alvarez

(915) 235-0615