OUR EXPERTISE & SERVICES

Owned by America’s credit unions, Members Trust Company provides investment management and fiduciary services to credit unions, their members, and the general public.

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members trust

Our Services

We provide trust and estate services, investment management, and planning solutions for our valued clients, helping credit unions and individual investors shine.

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Trust and
Estate Services

Institutional Asset
Management

WEALTH
MANAGEMENT

Retirement
Planning

How Can We Help?

Experience the peak of trust and investment management with MTC, the premier nationally chartered company exclusively owned by credit unions.

Our unwavering commitment to service and unparalleled industry expertise are all centered on helping every client realize their financial aspirations.

Our Services
Help you
SHINE

S

Simplifying our clients’ trust, investment management, and estate needs.

H

High-end service for every client, no one is overlooked at MTC.

I

Implementing distinct premium solutions for clients and credit unions’ corporate capital.

N

National trust company with locations across the country.

E

Ethical investment team that is always committed to serving in the client’s best interest

Our
Value

Your Best Interest is What We Do Best.

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 of which are focused on helping every client realize their financial aspirations.

Helping plans go according to plan

We know that while you can’t predict the future, you can prepare for it. Plan ahead for incapacity with a services such as a Revocable Living Trust, a legal document that—unlike a will, does double duty: setting forth how you want your assets managed and distributed upon your death and in the event of your incapacity while bypassing the time intensive probate process.. This way, if you’re ever unable to manage your own finances, a court doesn’t need to get involved to appoint someone to manage your financial affairs. Members Trust can also operate as a Corporate Trustee, ensuring a smooth and steady roll-out of operations to meet your individual needs.

Doing the right thing is our thing.

Members Trust Company is the nation’s first chartered trust & investment management company, completely owned by credit unions. Our goals, values, and passion lies in exceptional member service, with deep roots going back nearly 40 years. Members Trust has the full breadth of capabilities expected from large national firms but we deliver a personable service experience and relationship that clients crave from a local boutique. We pick up the phone when you call, treat you and your family as if you were our own, and do the right thing, as our mandate.

Members Trust

As the first nationally chartered credit-union owned Trust & Investment Company, we have been helping grow and protect the financial futures of credit union members since 1987.

  • 96 Credit Union Partners
  • 37 Years Serving Members
  • Over $4B in Assets Under Management
  • 4 MTC Offices Nationwide
  • 6000+ MTC Clients

95 Credit Union Partners

96

96

Credit Union Partners

We are proud to have partnered with 96 credit unions to provide comprehensive financial solutions to their members.

37 Years Serving Members

37

37

Years Serving Members

With over 35 years of dedicated service, we have been committed to meeting the financial needs of our members and communities.

$4.4B Assets Under Management

Over $4B

Over $4B

Assets Under Management

With over $4 billion in assets under management, we offer stability and expertise to help you support your financial needs.

4 MTC Offices Nationwide

4

4

MTC Offices Nationwide

Strategically located across the nation, we are conveniently positioned to serve you wherever you are. You can reach our offices in Tampa, Denver, Fairfax, and El Paso.

6000+ MTC Clients

6000+

6000+

MTC Clients

Trusted by over 6000 clients, we are committed to providing personalized financial solutions tailored to your unique needs and circumstances.