The Investment Practice at Members Trust Company

Learn more about the investment practice at Members Trust Company, including our investment team, our approach and how we can help our partners and investing members and clients.

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. Our team is committed to ensuring that your financial legacy thrives. In accordance with the fiduciary standard, we have a legal duty to act in your best interest. We’re proud of the way we help our clients plan ahead, even through unique circumstances. Your peace of mind is always on our mind.

Trust services are provided by Members Trust Company®, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. 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. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

This is for educational and informational purposes only and is not an actual client portfolio, research, or a recommendation regarding any security or investment strategy.