Learn about how our portfolio models can support you and your advisors.
Say Hello to the Third Party Solution that’s a Win, Win and Win.
Members Trust Company was formed by credit unions to provide investment management and trust services to credit union members and private clients with estates large and small—providing Broker/Dealers with the turnkey products, proven performance and personal support both you, your advisors and their clients deserve. With over $3.7 billion in assets and partnerships with credit unions across the country, you can trust Members Trust Company to take care of your business, so you grow your business.
Trust Us. We’ve Got u.
Scalable OCIO Business Model
From small to large investment pools, including investment policy review and counsel, portfolio construction and asset allocation, implementation, due diligence and ongoing monitoring, portfolio rebalancing, risk management and reporting.
Recognized by Forbes and Morningstar as thought leaders for our use of Exchange Traded Funds, selected for their transparency, liquidity, low cost, and diversification benefits. Using indexed funds as the building blocks for our portfolios helps to reduce volatility and minimize risks during down periods in the market.
Management Philosophy of our Owners
Our mission is to act in the best interest of our clients while fulfilling our fiduciary duty as a trust company. Our team manages over $3.7 billion in assets including $1 billion for credit unions.
Private Account Customization
Members Trust Company will build a customized portfolio around existing stocks and model charitable trust solutions to minimize income taxes.
Revenue Share Optimization
As a trust and wealth management company, advisors can maintain and continue to grow the relationship with a client’s heirs through trust services and products.
We manually rebalance our investments, taking advantage of certain points in the market, while also ensuring target diversification and minimizing risk.
Our team of portfolio managers are available for consulting and case management to run scenarios of prospective clients, look at a prospect’s current holdings, and provide guidance on opportunities, as well as provide full-service support to current clients.
Our Services are at Your Service.
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