Nice to Meet You.
And Your Needs.
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. So not only do we share those same member-centric values, we actually have a corporate mandate to look after and protect your best interest, as opposed to individual stockholders’.
To help credit union members and private clients protect their hard-earned assets, achieve their financial aspirations and ensure their financial legacy.
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.
One of the first trust companies to leverage low-cost and tax-efficient strategies in portfolio design using ETFs.
Actively managing over $3.7 billion in assets.
One of the few trust companies to develop a standard, customizable FlexIRA™ solution for clients.
Proud to offer attainable trust account requirements .