Wealth Management Bank for Cetera Advisors
Why Members Trust Company?
- Owned by financial institutions with a hybrid mission of service and profit
- Wholesaler Wealth Management Bank, regulated by the OCC
- Friendly Corporate Trustee that collaborates rather than competes with you
- Credible size of over $1.7 billion with four attorneys & 4 CFAs as your support team
- Stable to meet inter-generational needs
ETF Portfolio Advantage®
- Actual returns since 2006
- Customized portfolio management with access to CFA portfolio manager
- 2008 Forbes Survey of ETF Providers…Members Trust Co was a top performer
- Clients holding securities with low basis or legacy positions
More Than Just Managing The Money
Objective: Facilitating estate planning with enhanced features of a Trusteed IRA.
- Restricted Payouts after death of account owner
- Protection in the event of incapacity of the account owner
- Account Protector…..to prevent and monitor for elderly financial abuse.
- Customized Beneficiary Designation …collaborating with estate planning attorneys
- IRA Beneficiary Trust
Trust Transfer Service
- Facilitate the removal of the current trustee and appointment of Members Trust Company
- Our goal is to make the change simple and convenient for you client
- First, our staff attorney will review the trust to determine process to move the trust
- Then, we will oversee the move to transfer the trust to your office
Your Professional Contacts
Sheldon Reynolds, CFA
Vice President Trust & Investments
David Carlson, J.D.
VP, Senior Trust Officer
Anne Baldy, J.D.
Trust Administration Officer