Institutional Asset Management
We empower credit unions to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all focused on helping every client realize their financial aspirations.
Below you’ll find information on our Charitable Donation Accounts. Please click Employee Benefit Funding to the right if you’d like to learn more about our EBFs.
Financial literacy. Education. Quality of life.
Credit unions make our communities stronger. Which is why Members Trust Company developed a better way to fund your charitable giving focus while remaining responsible and accountable to your members. By funding charitable donations through investment returns rather than operating income, you can do more by making more. And because of our credit union ownership, we are able to offer you more service than the competition for less.
Our experience in responsible charitable investments inspired NCUA’s final CDA rule, and we now manage over $370mm in Charitable Donation Accounts.
Main Street Values.
Wall Street Expertise.™
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Custom Solutions. We provide expertise in developing your organization’s investment policy, and tailor the investment strategy to your giving needs.
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Ensures you receive proper care and financial affairs are in order if you become incapacitated.
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Prevents beneficiaries from squandering their inheritance.
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Protects you from potential elder financial abuse.
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Preserves family harmony when administered by a corporate trustee who is objective and staffed with legal and investment professionals whose legal duty is to act in the best interest of your beneficiaries.
You already own us. Get ready to use us.
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 actively managed, diversified investment strategies that focus on both risk and return.
This means our credit union partners frequently achieve higher* long-term returns through our focus on minimizing short- term volatility and risk in down periods. Our team of investment professionals hold the highest Chartered Financial Analyst® designation and have been continually recognized in the industry as innovators and subject matter experts in trust and investment solutions, big and small.
Take Advantage of the ETF Portfolio Advantage®
We tailor your Charitable Donation Accounts to your needs, goals, and risk tolerance and actively manage your portfolio to reduce risk.
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We provide expertise in developing your organization’s investment policy and offer customized solutions to meet your giving needs.
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Our team manages over $4 billion in assets, including $330mm in Charitable Donation Accounts for credit unions across the country.
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We claim compliance with Global Investment Performance Standards® (GIPS) and analyze investment risk, liquidity risk, and compliance risk.
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We abide by the philosophy of our owners, America’s Credit Unions, to act in the best interest of our clients while fulfilling our fiduciary duty as a trust company.
Give More by Making More.
Our credit union partners have earned up to 4x more on CDA investments than their standard investments.
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