We’re in the Business of Growing Your Business

Guided by the strength and values of America’s Credit Unions, Members Trust Company was formed to provide investment management and trust services to credit union members and private clients with estates large and small—providing financial advisors with the turnkey products, proven performance and personal support both you and your clients deserve.

Turnkey Support

 

    1. Trust Services Today marks the largest intergenerational wealth transfer in history with $30 trillion in assets projected to pass from boomers to their heirs in the United States alone, yet 60% of American adults don’t have an estate plan. Until now.
    2. FlexIRATM In January 2020, the SECURE Act was passed, which limits the traditional lifetime stretch-out to 10 years for most beneficiaries. Now, with our new FlexIRA, you can offer your clients a customized retirement account and attendant estate plan to meet their needs.
    3. Wealth Management We were one of the first trust companies in the United States to recognize the lower cost and tax efficiency of Exchange Traded Funds.. Since then, we’ve been recognized by Forbes and Morningstar for investment strategies that manage both risk and return, allowing for an actively managed approach to achieving your clients’ long- term financial goals. And yours.

     

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Disclaimer: Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. The services available to you are dependent on your organization’s agreement with Members Trust Company.