Trust Services
We joined 79 other independent financial advisory firms across the country in founding the first advisor-owned, federally-chartered trust company exclusively for the benefit of our member firms and our mutual clients.
As a shareholder in the holding company for National Advisors Trust Company, FSB, we responded to the mutual proclivity to retain client relationships with those families requiring institutional trustee services.
We are firmly grounded in the belief that preserving clients' long term relationships cultivated with their trusted advisor is paramount to the family financial planning process.
We recognized that many clients' trust documents require a national trust company for trust management in the midst of the current environment of increasing mergers and consolidations of banks and brokerage houses, and limited choices among impersonal financial institutions.
Clients are understandably frustrated when faced with calling an 800 number to talk to a stranger, receiving indifferent or unresponsive service, or having to get acquainted with yet another bank trust officer.
For these reasons, we are proud to have helped create the first ever advisor owned, federally-chartered trust company of the 21st Century.
National Advisors Trust Company, FSB is licensed in all 50 states, and manages more than $50 billion in total client assets.
For member clients requiring an institutional trust company, National Advisors Trust provides reporting, record keeping, safeguarding of assets, and executing transactions under our direction. However you maintain the direct personal relationship with your client.
For additional information, visit: www.NationalAdvisorsTrust.com
The hallmarks of National Advisors Trust: