How do you fund employee benefits with rising healthcare costs? How do you give more to the causes that matter most?
Members Trust Company can tailor your Employee Benefit Funding and Charitable Donation Accounts to your needs and goals, while actively managing your portfolio to reduce risk.
There’s a Reason Trust is Our Middle Name.™
We provide expertise in developing your organization’s investment policy, and tailor the investment strategy to your needs.
Members Trust is recognized by Forbes and Morningstar for actively managed, diversified investment strategies that focus on both risk and return. Our credit union partners achieve higher long-term returns through our focus on minimizing short-term volatility and risk in down periods.
Our team manages over $3 billion in assets including $900 million for credit unions. We’re big enough to bring the right expertise for the job, but small enough for each and every customer to personally matter.
We abide by the management philosophy of our owners – America’s Credit Unions –to act in the best interest of our clients while fulfilling our fiduciary duty as a trust company.
We are the accessible low-cost provider with a long-term track record of success.
Members Trust Company – the Forbes #1 Top Performer in Managed Exchange-Traded Fund Portfolios
Many Americans trust credit unions with their savings and investments. Since 2014, the number of Americans using credit unions surpassed 100 million. For most people, the customer-centric approach and proven stability of the credit union structure are attractive when deciding where to bank. It makes sense, then, that credit unions should work with a company […]