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.
To help credit union members and private clients protect their hard-earned assets, achieve their financial aspirations, and build toward 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.
Years
Serving You
Credit Union
Partners
MTC
Agents
Innovator of the FlexIRA™, Charitable Donation Account, and Employee Benefit Funding Trust.
One of the first trust companies to leverage low-cost and tax-efficient strategies using ETFs in portfolio design.
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Suite 525
Tampa, FL 33637
(888) 727-9191
501 S. Cherry Street
Suite 440
Denver, CO 80246
(720) 482-2501
4100 Monument Corner Drive
Suite 405
Fairfax, VA 22030
(571) 418-7016