Diversity, Equity and Inclusion
A firm that reflects the communities we serve.
Better judgment comes from a team with different backgrounds, perspectives and life experiences at the table. We're building that team deliberately — in who we hire, how we develop them, and where we choose to invest our time outside the office.
We work with families and organizations from a wide range of backgrounds, so the team advising them should reflect that same range. DEI isn't a separate initiative bolted onto how we operate — it shapes how we hire, how we develop people, and which organizations we choose to support in the community.
Where this shows up in practice
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Hiring that widens the pipeline
We partner with organizations that connect us to candidates from backgrounds historically underrepresented in wealth management and banking, and we hold our hiring process accountable to that goal.
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Development that doesn't stop at hiring
Mentorship, sponsorship and internal training programs are built to help every team member advance, not just the people who already have a head start.
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A culture where people can say what they actually think
We run regular listening sessions and employee feedback channels so concerns and ideas reach leadership directly, not just through the chain of command.
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Supplier and partner diversity
Where we can, we choose to work with diverse-owned vendors and community partners, extending the same intent beyond our own payroll.
Our commitments, in detail.
Focus Areas
DEI at Michi Trust Managers is organized around four areas we hold ourselves accountable to, year over year.
- We partner with universities, professional associations and community organizations to reach candidates we might otherwise miss.
- Interview panels are structured to reduce individual bias and broaden whose judgment shapes a hiring decision.
- We track representation across levels of the firm, not just at entry level.
- Formal mentorship pairs newer team members with experienced advisors and officers across the firm.
- Sponsorship programs help high-potential team members get visibility with senior leadership, not just feedback from their direct manager.
- Tuition and certification support is available to team members pursuing professional credentials.
- Employee resource groups give team members a place to connect around shared identity or experience.
- Regular, structured listening sessions surface concerns directly to leadership.
- DEI progress is reported internally, including where we've fallen short of our own goals.
- We prioritize diverse-owned vendors and contractors where quality and cost allow.
- Scholarship and internship programs are aimed at students from underrepresented backgrounds considering careers in finance.
- We support community organizations working on economic opportunity and financial literacy in underserved areas.
About Michi Trust Managers
Michi Trust Managers, N.A. is a nationally chartered trust bank, wholly owned by Michi Financial Holding Company. Michi Financial Holding Company is also the sole owner of Michi Trust Managers Delaware, a Delaware limited-purpose trust company. Both entities provide fiduciary and non-fiduciary services, including trustee, custodial, agency and investment management services, along with personal trust, retirement plan and family office services.
Michi Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your own advisors to determine how this information applies to your situation.