MTCWM SPARK One-Page Handout SHINE

Our full breadth of capabilities are focused on empowering credit unions to grow their wealth management portfolio and help their members realize their financial aspirations.

MTCWM helps credit unions’ Investment Programs support their members by providing broad access to Members Trust Company’s low-cost, tax efficient, industry-recognized investment models on brokerage platforms through their Financial Advisors. We are currently on Envestnet, Orion and LPL’s platforms and expanding.