There’s a Reason Trust is Our Middle NameTM

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. So not only do we share your member-centric values, we actually have a corporate mandate to keep your credit union as healthy as possible.

Six Ways We Serve

Recognized and quoted in the industry as innovators and subject matter experts in the following, your best interest is what we do best.

Employee Benefit Funding Trusts. Retain and attract talent with a better way to fund your employee and executive benefits through low-risk, high-reward investment returns rather than operating income.
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Trust Services. Today marks the largest intergenerational wealth transfer in history, yet 60% of American adults don’t have an estate plan. Meet under-served needs and generate revenue share.
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Investment Management. Ranked by Forbes* as a top performer in managed ETF portfolios, even in a recession, our investment strategies deftly manage both risk and return.
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Attorney Outreach. The trust and estate administration services we provide for average American families are unique. By introducing your local legal community to your credit union’s trust services program, attorneys will begin referring clients, thereby increasing membership and assets under management.
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Settlement Trusts
Acquisition Partnership. By partnering with a third-party acquisition partner like Members Trust Company, credit unions can acquire the entire book of an institution’s assets to facilitate and foster ongoing relationships that cut across deposit and non-deposit channels, while mitigating the typical time, monetary cost, and risk associated with typical mergers and acquisitions.
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Offer Employees More While Making More: Employee Benefit Funding Trusts. The COVID-19 pandemic has highlighted the need for more robust employee benefits. As a result, credit unions are rethinking benefits in the context of supporting employees during difficult times. Employee benefits and compensation account for more than 50% of credit union operating expenses, and healthcare costs alone are projected to grow at a rate of 5.5% a year. Learn how Members Trust Company has helped credit union partners offset 63% of employee benefits costs.
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*Trust and investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult your attorney and/or accountant.