Members Trust Company Is Proving Advisors Don’t Have to Choose Between Service and Scale
More than 20 RIA firms signed with Members Trust Company in 2025 alone. The appeal for advisors keeps coming back to two things: credibility and service. President & CEO Ken Lako explains how the firm’s bifurcated trust model keeps advisors in the driver’s seat, why Members Trust Company remains one of the few firms actively embracing special needs trusts, and what two major technology overhauls signal about where the firm is headed.
