Alta Trust

Regardless of the plan you choose, Golden Benefits Advisory, LLC consistently provides supreme customer service. We are a Greenwood Village, CO Insurance company that cares about your coverage.

Members Trust Company, founded in 1987, is the first national trust and investment firm owned by and dedicated to credit unions. Regulated by the Office of the Comptroller of the Currency, they prioritize the interests of members and private clients, offering trust and estate services, wealth management, and innovative financial solutions. With over 34 years of experience and $4 billion in assets under management, Members Trust Company is known for its commitment to service, industry expertise, and fiduciary responsibility. They empower credit unions to grow their wealth management business through innovative products and solutions, always acting in the best interest of their clients. Generated from the website

Investment Trust Company provides comprehensive and integrated wealth management services to high net worth individuals and families. The goal of the principals of the firm was to build a Colorado-based, employee-owned organization dedicated to a high level of specialized service and individual attention in the management of private wealth. It provides a broad array of services including asset allocation, portfolio management, fiduciary services, financial counseling and family office services. As money managers, the company maintains an in-house portfolio management team that makes all investment decisions. Due to its emphasis on private wealth management, tax-efficient investing, wealth preservation and transfer strategies are integral parts of the management process. Investment Trust Company is located in Denver.