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Since 1987, MEMBERS Trust Company has met the investment and financial needs of individuals and their families. Owned and managed by America‘s Credit Unions, we share the core values and rich legacy of credit unions serving your best financial interests. With investment and estate planning professionals in offices across the United States, MEMBERS Trust Company will work with you to develop financial solutions for you and your family’s financial protection and security. In today’s times of broken promises and uncertainty, it is not only good but essential credit unions formed a company dedicated to you and not Wall Street. |
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MEMBERS Trust Company embraces the philosophy that knowledge, prudence and personal dedication provide the fertile ground for innovative investment solutions. For example, our investment team adopted the early use of Exchange Traded Funds as a vehicles to lower overall investment costs and to better practice tax management of portfolios (See article appearing in Forbes.com). MEMBERS Trust Company’s investment team believes that innovation can and does make a difference and that is what you should expect from a national trust company owned and managed by credit unions. |
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Without a financial plan and the discipline to work the plan, retirement, like a fog, can quietly move in, hang over our heads and cause us to lose our way.
Wall Street firms can offer solutions but your trust and advisory officer with MEMBERS Trust Company believes providing retirement solutions is not the time for selling. America ’s credit unions formed MEMBERS Trust Company to provide solutions in your best interest and not the interest of stockholders or commissioned salespersons. Your retirement is too important to let it sneak up on you. Call us and let’s work together and develop a plan to save, invest wisely, and set markers for your retirement. |
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