Tampa-Based MTC Secures Family Wealth Report Awards Nomination! 💰🏆
Finalist Announcement for 2025 Family Wealth Report Awards: Includes Members Trust Company in the List
Hey there! Guess who's making headlines this week? Members Trust Company (MTC), that's who! Ready to hear all about it? excited_emoji
MTC has scored a spot among the finalists for the Twelfth Annual Family Wealth Report Awards 2025. 🎉 This prestigious recognition showcases the company's unwavering dedication to diversity, innovation, and top-notch wealth management services.
So, what exactly does being a finalist mean for MTC? It's simple – it highlights their tireless efforts to break barriers in the wealth management sector, including credit unions, registered investment advisors (RIAs), private investors, and more.
Ken Lako, honey – MTC's President & CEO – couldn't be prouder. He shared: "Being nominated by the Family Wealth Report Awards proves our commitment to promoting diversity and creating a culture that believes in inclusive leadership. At MTC, diversity isn't just a buzzword – it's woven into the fabric of our services, ensuring we deliver trustworthy investment and trust solutions with unwavering integrity and meaningful impact." 💡
Now, you're probably wondering – what exactly are the Family Wealth Report Awards? Well, these annual accolades, presented by ClearView Financial Media, celebrate top-performing firms, exceptional teams, and game-changing individuals in the family office, wealth management, and trusted advisor worlds, across North America.
According to Stephen Harris, CEO of ClearView Financial Media, "Each and every finalist has undergone a stringent, independentjudging process. This recognition speaks volumes – it's a testament to strategic clarity, external validation, and demonstrated industry leadership." 🎯
Alright, so now that we've got the lowdown on the nomination, you're probably curious about who MTC is and what they do. Well, let's dive in!
MTC is a nationally-chartered trust and investment company that's owned by America's credit unions. Established to cater to the complex financial needs of credit union members and institutional investors, MTC specializes in trust administration, estate planning, and investment management solutions[3]. The company's commitment to fiduciary duty and regulatory compliance shines through in everything they do, ensuring their clients receive nothing but the best.
With this recognition, MTC is finding its footing as a trusted provider of investment management and trust services, all while focusing on personalized strategies, financial stewardship, and ethical governance. The company's sights are set on expanding its national presence and boosting its assets under administration, all while supporting financial advisors nationwide[3].
But wait, there's more! MTC is all about offering flexible trust solutions that adapt to the evolving needs of clients and their families. The company offers both directed and delegated trusts, making sure they've got all their ducks in a row to provide the best service possible.
So, you're all caught up on MTC's Family Wealth Report Awards nomination! If you've got any questions or want to know more, give MTC's big boss Ken Lako a holler – he's always happy to chat! 📞 📧 You can reach him at Phone: 813-386-8711 or Email: [email protected].
Wanna check out more about MTC's family wealth nomination? Just head here to download multimedia content.
Stay tuned for more updates on MTC and the Family Wealth Report Awards! 🚀🌟
Source: Members Trust Company ❤️
References:
- Family Wealth Report Awards 🏆
- ClearView Financial Media 💼
- Members Trust Company – About Us ℹ️
- MTC's nomination for the Family Wealth Report Awards 2025 underscores their compliance and commitment to diversity-and-inclusion, as they strive to deliver top-notch wealth management services in the cloud.
- As a finalist for the prestigious Family Wealth Report Awards, MTC is recognized for its business strategies that focus on finance, trust, and investment management solutions, serving clients in the credit union, RIA, private investor, and other sectors.
- In light of the Family Wealth Report Awards nomination, MTC emphasizes its dedication to diversity-and-inclusion, ensuring that their services are not only compliant but also foster a culture of meaningful impact, innovation, and ethical governance in the cloud.
