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 billion in assets, you can trust Members Trust Company to take care of your business, so you can focus on growing your business.
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
Python in the Performance Team, Part 1: Finding the Problem
The team at Members Trust Company (MTC) includes some of the industry’s most innovative players. Possessing a blend of financial experience, administrative acumen, and a plethora of specialized skills, they generate unique solutions that have far-reaching implications. Jonnathan De Jesus, Vice President, Senior Portfolio Manager, is one such example; he has already made a significant […]