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Members Trust Company is America’s only nationally chartered, credit union-owned trust company. Through our partner credit unions, they provide wealth management and trust services to credit union members throughout the country. Additionally, their Employee Benefit Funding Trust and Charitable Donation Account allow a credit union to make investments outside the constraints of Part 703 to recover the costs of employee benefits and charitable contributions. With more than $2.5 Billion in AUM, they are well equipped to serve credit unions. Members Trust senior team includes five attorneys and four investment professionals who hold the prestigious CFA designation.