Barthold Stelling Trust

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.

Members Trust Company, founded in 1987, is the first national trust and investment firm owned by and for America's Credit Unions. Regulated by the Office of the Comptroller of the Currency, they provide financial stewardship, trust and estate services, investment management, and planning solutions for their valued clients. With a focus on empowering credit unions to grow their wealth management business, Members Trust Company operates under the fiduciary standard, always acting in their clients' best interest. Recognized for their Main Street values and Wall Street expertise, they are innovators in trust administration and investment management, actively managing over $4 billion in assets.Generated from the website

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