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 (NATC), 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.

Many clients' trust documents require a national trust company for trust management.  In the current climate of increasing bank and brokerage house mergers and consolidations, clients are faced with limited choices among impersonal financial institutions. NATC is licensed in all 50 states.

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.

The hallmarks of National Advisors Trust:

• AFFORDABILITY
• SERVICE
• SECURITY
• TRUST