MEMBERS Trust Makes Morningstar Listing
The nationally chartered and credit union-owned MEMBERS Trust Co.’s exchange traded fund models are now listed with Morningstar.
The Tampa, Fla.-based trust company’s ETF Portfolio Advantage…Know the Fiduciary Difference models are listed in Morningstar in the United States ETF Managed Portfolios and United States Separate Accounts/CITs sections under Members Trust, the firm said.
Morningstar is recognized by investment professionals and consumers as a source for investment research and performance data.
In 2008, the company was the only credit union entity to earn a spot in Barclays Global Investors iShares' inaugural ETF Managed Solutions Guide for its innovation with ETFs.
MEMBERS Trust said it manages more than $900 million in assets for members and private clients nationwide. Chartered initially as a state chartered trust company in 1987 by the $5.1 billion Suncoast Schools Federal Credit Union in Tampa, it converted to a special purpose federal savings bank in 2003.