Our Investment Philosophy: Tried and True and All About You.
In 2004, our Investment Team adopted the strategy of using Exchanged Traded Funds (ETFs) in portfolio design, making us one of the first trust companies in the United States to recognize their lower cost and tax efficiency. Since then, we’ve been recognized by Forbes and Morningstar for investment strategies that manage both risk and return, and our CEO and Chief Investment Strategist, John Largent, CFA®, CFP®, CAP®, has been ranked as the top ETF advisor, continually recognized in the industry as an innovator and subject matter expert.
Our #1 priority is to reduce short-term volatility and risk in down periods which allows a more opportunistic approach to achieving your long-term financial goals.
Advantages of Members Trust Company’s ETF Portfolio Advantage®
Professional investment management costs to maintain ETFs are generally much lower than the costs of mutual funds.
The strategic objective with ETFs is to achieve maximum tax efficiency while minimizing unexpected capital gains that may occur with mutual funds.
Today over $4 trillion in assets are held in ETFs in the U.S., representing various market segments and indexes. Using ETFs, Members Trust Company can diversify an investment portfolio over a wide spectrum of market sectors and industries much more cost effectively than buying individual stocks.
Having the ability to trade ETFs throughout the day gives investment firms the flexibility to adopt more advanced investment strategies like limit orders, stop-loss orders, and even puts and calls. Also, the investment manager can react to market news in real-time rather than waiting until the exchanges close to complete the trade as with mutual funds.