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About UsServices for Individuals & FamiliesServices for Non-profits & FoundationsServices forBusinesses >Our Investment Approach >FAQs & Resources >
Investment Products:

Not FDIC Insured
No Bank Guaranty
May Lose Value

Mortgage Closing Cost Rebate, click for details >

Merchants Trust Company—
Comprehensive Wealth Management Services

Services for Individuals and Families >Services for Non-profits & FoundationsServices for Businesses >

Why Merchants Trust?

We have structured our firm and our service delivery with an intense focus on the client.

You want assurance that all advice and guidance provided by a financial advisor is in your best interest and not being recommended because of benefits to the advisor
We have chosen to serve only in a fiduciary role, holding ourselves to the highest standard of conduct in the financial industry. Serving as a fiduciary means that we will always act in your best interest. We do not receive commissions or any form of compensation from the investment firms we employ for our clients.

You want access to the best solutions and resources available
We are focused on identifying the most appropriate and cost-effective solutions. To maintain our objectivity, we do not offer proprietary products, choosing instead to identify solutions within the marketplace that meet our strict due diligence requirements. Our globally diversified investment portfolios draw on the broad universe of investment talent to implement appropriate strategies for our clients.

You may not always know what questions to ask or what actions are needed
We are proactive in providing advice and guidance that assists you with your most important financial opportunities and challenges. 

You want results and peace of mind that comes with a long-term solution

The integrity and quality of our people are what distinguishes us from our competition. Our knowledgeable and caring professionals are committed to helping you, your family or your organization succeed.
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