Enhance Member Experience with Personalized Wealth Management Services
Your credit union members need personalized investment, retirement, and trust services—but developing these capabilities internally can be costly and complex.
- Expand Your Offerings: Serve members’ financial needs at every stage of life.
- Deepen Member Loyalty: Provide members with effortless access to trusted financial expertise.
- Drive Revenue Growth: Benefit from a shared revenue model that works for your credit union.
Why Partner with First Community Trust?
With more than 450 years of combined expertise in investment, financial and trust services, we specialize in partnering with credit unions, aligning with their mission and member-first philosophy.
Our approach is built on these key strengths:
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- Seamless Integration: Advisors embedded onsite or available remotely to fit your credit union’s operations.
- Fiduciary Commitment: Advice focused on your members’ best interests—always.
- Broad Marketing Support: Ready-to-use resources provided to help you effectively promote wealth management services.
How It Works?
We partner with your credit union to integrate a wealth advisor and wealth management services directly into your offerings, providing comprehensive training and support to your staff. Together, we ensure a smooth experience for your members, without adding extra complexity to your team.
Ready to enhance your credit union’s offerings and meet your members’ evolving needs?
Contact us to learn more about a Wealth Management Partnership with FCT.
Contact Us
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Services for Organizations
Through unparalleled investment solutions and expertise, First Community Trust manages assets on behalf of for profit corporations, non-profit organizations, financial institutions, foundations and endowments.
Credit Union Investments
FCT offers specialized investment services for Credit Unions, including Charitable Donation Accounts (CDA) and Pre-funded Employee Benefit Accounts (PEB).
Qualified Retirement Plans
FCT offers tailored, cost-effective retirement solutions that attract top talent, reduce admin burdens, and enhance employee financial well-being.
Non-Profit
FCT partners with your organization in the important work of enriching your community’s quality of life.