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.
