THANK YOU TO OUR CONNECTING PARTNER
Part of the family
Credit Union Trust was formed to provide more trust services to more members of the community. If you have clients in need of a corporate trustee or additional fiduciary protection, we are here to help you serve them more effectively.
Benefits include:
- We serve as your client’s trustee and offer additional fiduciary expertise and protection
- You maintain the relationship from an investment perspective
- We work closely with you as the relationship lead to determine how best to interact with the client, while ensuring that we are adhering to the terms of the trust
- To best serve you and your client’s needs, we offer flexible custody and billing options, with the potential to retain the assets on your platform
- Your clients appreciate the added value this service bring to the relationship
- We are here to supplement and enhance (not supplant) your relationships. We view continuity and the ability to work with a dedicated team of experts as the ideal platform to meet evolving client needs.
To learn more about how we have helped other RIAs like you, contact:
Jordan Summers, President & CEO
jsummers@credituniontrust.com
office: 877.730.6109 | mobile: 989.388.1713
Credit Union Trust
Headquarters: Farmington Hills
Team members located throughout Michigan