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. With over $3.7 billion in assets, you can trust Members Trust Company to take care of your business, so you can focus on growing your business.
Members Trust Company (MTC) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for the firm’s strategies and products, please contact MTCLargentTeam@memberstrust.com.
Tr st Us. We've Got U.
Direct access to portfolio managers for consulting and case management
Customized private managed accounts for clients with legacy securities and concentrated positions
Assistance with charitable planning strategies to minimize income tax liability
Comprehensive investment management services for accounts big or small
Enhanced retention through trust services, which facilitates multi-generational planning
Marketing support and education support
Integrated technology platforms, including Envestnet
April 2021: Quarterly Investment Commentary & Economic Outlook
April 1, 2021 The equity markets rose in the first quarter of 2021, as the S&P 500 was up +6.17%, US small caps +18.24%, US mid-caps +13.47%, international developed +3.63% and Related Articles What is a Trust? Estate Plans: What You Need To Know A Guide to Special Needs Trusts Protect Your Financial Legacy with […]