MEET THE TEAM PUTTING PEOPLE BEFORE PROFITS.

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

Members Trust Company is the nation’s first chartered trust & investment management company, completely owned by credit unions.

Our goals, values, and passion lies in exceptional member service, with deep roots going back nearly 40 years.

Members Trust has the full breadth of capabilities expected from large national firms but we deliver a personable service experience and relationship that clients crave from a local boutique.

Members Trust

About Us

Our Mission…

...is to empower Credit Unions to grow their wealth management business through our innovative offerings and solutions, our unwavering commitment to service and unparalleled industry expertise–all centered on helping every client realize their financial aspirations.

What are Main Street Values?

Client-Centric

As fiduciaries, we place our clients best interests above all else to deliver an exceptional client experience.

Agility

We adapt in response to an ever-evolving world and always strive to reach our highest potential, expand our expertise, and enhance our skills as individuals and a collective.

Innovation

By nature, we are curious. By experience, we take calculated and intelligent risks. Throughout our lives and business, we encourage creative and inspirational ideas.

Humility

As a firm, we are always striving for greatness. We take note of the ways we can grow and expand.

Integrity

We believe in doing the right thing, always. By our clients, by our teammates, and in our personal lives, we operate with honor and a code of ethics.

Transparency

Communication is key. We speak the truth openly, directly, and with respect for all those involved.

Accountability

We are committed to excellence and take proud ownership of our actions and results, with honor to our word.

Team-Oriented

As a team, we achieve more when we collaborate for the greater good. With open communication amongst our team, we all share ownership of our wealth management business.

What are Main Street Values?

Client-Centric

As fiduciaries, we place our clients best interests above all else to deliver an exceptional client experience.
Agility

We adapt in response to an ever-evolving world and always strive to reach our highest potential, expand our expertise, and enhance our skills as individuals and a collective.
Innovation

By nature, we are curious. By experience, we take calculated and intelligent risks. Throughout our lives and business, we encourage creative and inspirational ideas.
Humility

As a firm, we are always striving for greatness. We take note of the ways we can grow and expand. We offer Main Street Values with Wall Street Expertise.
Integrity

We believe in doing the right thing, always. By our clients, by our teammates, and in our personal lives, we operate with honor and a code of ethics.
Transparency

Communication is key. We speak the truth openly, directly, and with respect for all those involved.
Accountability

We are committed to excellence and take proud ownership of our actions and results, with honor to our word.
Team-Oriented

As a team, we achieve more when we collaborate for the greater good. With open communication amongst our team, we all share ownership of our wealth management business.

Why Members Trust?

Our true differentiation can be broken down into five core areas:

The clients we serve.
Our unique client-owned structure.
Our ability to make the complex simple, including trust & estate issues, special needs trusts, and speciality assets.
Our credentialed team of JDs, LLMs, CFAs, CFPs, CTFAs and their depth of experience and sophistication dedicated to helping clients achieve their goals.
Our commitment to serve an overlooked target market that other wealth management firms typically ignore.

Who We Are

MTC Team