Many Americans trust credit unions with their savings and investments. Since 2014, the number of Americans using credit unions surpassed 100 million. For most people, the customer-centric approach and proven stability of the credit union structure are attractive when deciding where to bank. It makes sense, then, that credit unions should work with a company […]
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The team at Members Trust Company (MTC) includes some of the industry’s most innovative players. Possessing a blend of financial experience, administrative acumen, and a plethora of specialized skills, they generate unique solutions that have far-reaching implications. Jonnathan De Jesus, Vice President, Senior Portfolio Manager, is one such example; he has already made a significant […]
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In 2000, the US census revealed that over 20 million families had a family member with a physical or mental disability. That number has increased in the intervening 20 years, and each family requires ongoing, differential care for those members. Fortunately, medical advances have empowered families to take the necessary steps to provide that care […]
Read More »Meet the minds behind what matters, from investment management and trusts, to estate planning and charitable giving. Contact us for more information.
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