RIA Audience

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 focused on helping every client realize their financial aspirations.

WHO WE SERVE

Which of These Describes you Best?

We are dedicated to serving credit union and non-credit union members nationwide in need of trust and estate services, investment management or general financial stewardship.

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about us

Who We Are

MTC is the first nationally chartered trust & investment management company owned by credit unions with aligned goals and values and a shared passion for member service with deep roots going back over 36 years.

We have the full breadth of capabilities expected from large national firms but deliver an unrivaled service experience and relationship that you’d want from a local boutique.

LEARN MORE ABOUT US

Your Best Interest Is What We Do Best

Annually or, upon notice of a change in circumstances, financial advisors will meet with clients to monitor any life changes that may have occurred in order to ensure Investment Policy Statement compatibility with life’s events and circumstances.

Partner Testimonial

Through the collaborative work of MTC’s Investment Policy Committee, MTC Wealth Management builds portfolio strategies that are aligned to each investor’s unique return objectives and risk tolerances. The portfolios are based on a strategic asset allocation framework that reflects MTC’s long-term expectations for capital market return and risk outcomes. Thus, they are built with the belief that PATIENCE LEADS TO OPPORTUNITY. Also, the IPC meets regularly to analyze market conditions to identify temporary market pricing distortions, that could warrant an OPPORTUNISTIC OVERLAY to our strategic asset allocation, that could help achieve enhancement to risk-adjusted returns.