Let’s Work Together.
Since 1987, Members Trust Company has been guided by the strength and values of America’s Credit Unions, allowing us to walk that extra mile for your clients—big or small—with the operating practices you would expect from a national fiduciary.
Partnering With Members Trust Company
We offer a full range of integrated services, tailored to your members’ individual priorities and goals.
Trust and Investment Account Management
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Charitable Lead Trusts and Charitable Remainder Trusts
- Investment Management Accounts
- Individual Retirement Accounts
- Real Estate and Specialty Asset Management
- Corporate Trustee
- Agent for Trustee
- Executor/Personal Representative
- Attorney in Fact
- ETF and Mutual Fund Models
- Custom Solutions
- Dollar-Cost Averaging
- Tax-Loss Harvesting
- Opportunistic Rebalancing
- Unified Strategy for All Asset Types
From start to finish, we’re here to support you.
Onboarding and Training
We work with you to review, hire, and train your agent.
We provide ongoing administrative, operational, investment, fiduciary, and real property management support throughout the life of your accounts.
Marketing and Communications
We assign a marketing professional to your credit union who will provide resources, guidance, and access to template marketing campaigns.
We provide data analytics and trend reporting so you can track the success of your program.
Business Development Strategy
We assign a Business Development professional to your credit union who will assist your agent in developing a business plan.