Business Details
39 Years
experience
Trusted Trust and Investment Management Services Nationwide
Members Trust has been a trusted leader in trust and investment management since 1987, uniquely owned by Americas Credit Unions to align with Main Street values while delivering Wall Street expertise. Our client-centric approach prioritizes fiduciary responsibility, offering tailored solutions for trust, estate, and retirement planning to credit unions, their members, and individual investors nationwide. With over $4 billion in assets under management and 96 credit union partners, we combine the sophistication of national firms with the personalized service of a boutique, guided by core values of integrity, innovation, and accountability.Our team of credentialed professionals, including CFA charterholders, CFPs, and attorneys, delivers ethical, transparent advice to simplify complex financial needs. Headquartered in Tampa, Florida, with offices across the U.S., we serve over 6,000 clients, empowering them to achieve long-term financial security through customized strategies and unwavering commitment to their best interests.
Services
Trust and Estate Services
Institutional Asset Management
Wealth Management
Retirement Planning
FlexIRA Solutions
Details
- Year established: 1987
Highlights and features
- We have 37 years of experience serving credit unions and individual investors nationwide.
- Our client-centric approach prioritizes fiduciary responsibility and ethical investment practices.
- We offer tailored solutions for complex trust, estate, and retirement planning needs.
- Our team includes CFA charterholders, CFPs, and attorneys with deep industry expertise.
- We operate as a national trust company with the personalized service of a local boutique.
Services
Trust and Estate Services
We provide comprehensive trust and estate services to simplify complex financial needs, including revocable living trusts, special needs trusts, and probate avoidance strategies. Our fiduciary experts ensure seamless asset distribution and management, tailored to individual client goals. With a focus on ethical practices and personalized solutions, we help clients protect their legacies while minimizing legal and tax complexities.
Wealth Management
Our wealth management services offer customized investment strategies for individuals and credit unions, combining Wall Street expertise with Main Street values. We prioritize long-term financial security through diversified portfolios, retirement planning, and risk management solutions. Backed by a team of CFA charterholders and CFPs, we deliver ethical, transparent advice aligned with each client's unique objectives and risk tolerance.
Institutional Asset Management
We specialize in institutional asset management for credit unions, providing scalable investment solutions to enhance member services and grow institutional portfolios. Our strategies focus on stability, compliance, and competitive returns, supported by a dedicated team with decades of industry experience. Clients benefit from tailored platforms that integrate seamlessly with their existing financial offerings.
Retirement Planning
Our retirement planning services address both individual and corporate needs, including the innovative FlexIRA solution for inherited IRAs. We help clients navigate SECURE Act requirements and create tax-efficient distribution plans. With a focus on education and personalized guidance, we empower clients to make informed decisions for long-term financial security in retirement.
FlexIRA Solutions
FlexIRA is a proprietary IRA agreement designed to simplify inherited asset distribution without requiring a separate trust. It allows clients to customize beneficiary payouts while complying with SECURE Act regulations. Our team provides expert guidance to optimize estate planning outcomes, ensuring flexibility and clarity for families managing intergenerational wealth transfers.
People
Ken Lako
President & Chief Executive Officer
Ken Lako leads Members Trust with a focus on client-first values and strategic growth. He brings decades of financial services experience to drive innovation and ethical leadership in trust and investment management.
Kate Braddock
Senior Vice President, Managing Director of Investments
Kate Braddock oversees investment strategies as a CFA charterholder with expertise in portfolio management. She ensures clients receive data-driven, ethical investment solutions aligned with long-term financial goals.
T.L. Brown
Chief Fiduciary & Planning Officer
T.L. Brown directs fiduciary services, combining legal expertise with practical planning solutions. His leadership ensures clients navigate complex trust and estate challenges with confidence and clarity.
Kei Sasaki
Chief Investment Officer
Kei Sasaki leads investment strategy as a CFA charterholder, delivering disciplined, market-responsive portfolios. His team focuses on risk management and long-term growth to meet institutional and individual client objectives.
Nicole Slaughter
Head of Fiduciary Administration
Nicole Slaughter manages fiduciary operations with a focus on compliance and client service. Her legal background ensures precise execution of trust administration and estate planning solutions.
Questions
What services does Members Trust Company offer?
We provide trust and estate services, wealth management, institutional asset management, retirement planning, and FlexIRA solutions for credit unions and individual investors.
What is FlexIRA and how does it work?
FlexIRA is a proprietary IRA agreement that lets you customize beneficiary distributions without a separate trust, complying with SECURE Act requirements for inherited IRAs.
Are you affiliated with credit unions?
We are owned by Americas Credit Unions and partner with 96 credit unions to deliver trust and investment services to their members nationwide.
How do you ensure ethical investment practices?
As fiduciaries, we prioritize client interests above all, guided by a code of integrity, transparency, and accountability in all financial decisions.
What areas do you serve?
We operate nationwide with offices in Tampa, Denver, Fairfax, and El Paso, serving over 6,000 clients and 96 credit union partners.
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