TAMPA, Fla., May 27, 2025 -- Members Trust Company (MTC), a nationally chartered and OCC-regulated trust company renowned for delivering fiduciary trust and investment management services, is proud to announce its selection as a finalist in the prestigious Twelfth Annual Family Wealth Report Awards 2025.
Finalist Category: Diversity in Wealth Management (Company)
This nomination highlights MTC's continued commitment to diversity, innovation, and excellence in wealth management for credit unions, their members, registered investment advisors (RIAs), and private investors across the United States.
Commenting on being selected as a finalist, Ken Lako, President & CEO of MTC said: "Being named a finalist by the Family Wealth Report Awards reflects our ongoing dedication to meaningful diversity and inclusive leadership. At MTC, diversity is embedded in our culture, shaping how we deliver trusted investment and trust solutions with integrity and long-term impact."
The Family Wealth Report Awards, presented by ClearView Financial Media, recognize top-performing firms, teams, and individuals in the family office, wealth management, and trusted advisor sectors across North America. According to Stephen Harris, CEO of ClearView Financial Media, "Every finalist has undergone a rigorous, independent judging process. This recognition showcases strategic clarity, external validation, and industry leadership."
Members Trust Company continues to distinguish itself as a leading provider of investment management and fiduciary trust services, emphasizing personalized strategies, financial stewardship, and ethical governance. Looking ahead, MTC is focused on expanding its national footprint and growing assets under administration. The company remains deeply committed to supporting financial advisors across the country, offering flexible trust solutions through both directed and delegated trusts to meet the evolving needs of clients and their families.
About Members Trust Company
Members Trust Company is a national trust and investment firm owned by America's credit unions. Founded to serve the complex financial needs of credit union members and institutional investors, MTC specializes in trust administration, estate planning, and investment management solutions guided by fiduciary duty and regulatory compliance.
This News is brought to you by Qube Mark, your trusted source for the latest updates and insights in marketing technology. Stay tuned for more groundbreaking innovations in the world of technology.
