FAQs & Resources
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Who can benefit from Merchants Trust Company’s services?
Individuals and organizations looking for assistance with their investments who choose to delegate the management of their investments in an effort to attain a better result than they would achieve on their own, due to one or more of the following:
- A scarcity of time
- A lack of interest
- A lack of investment experience and expertise
- Insufficient resources
- A tendency to let emotions control investment decisions
Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value -
What does our typical client look like?
Click here to view our Client Profiles.
Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value -
What happens if you contact us?
Get the right information: Select a Question or Concern below.
Emotional decisions have negatively impacted some of my investment decisions.
Who will take care of my family’s finances if I can’t?
My retirement savings and investing are not where they need to be.
Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
Mortgages
Our range of residential mortgages are maintained and serviced in-house-keeping our Vermont economy healthier. Check today’s rates and get started.
52 Reasons
Businesses across Vermont choose to work with us for many reasons. We’re sharing 52 of those reasons throughout the year. Click here and see how many we have so far.
Merchants Trust Company
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.