National Advisors Trust, FSB

National Advisors Trust was founded by independent, innovative financial advisory firms to serve their clients.

Why Use National Advisors Trust as an Asset Custodian Instead of a Brokerage House?

  • National Advisors Trust does not lend your client's securities.
  • National Advisors Trust holds its assets in nominee name or in the direct name of the client account.
  • National Advisors Trust settles most trades placed through broker/dealers on a cash verses delivery (dvp) basis.
  • National Advisors Trust is closely monitored and regulated.

Why Use A Corporate Trustee?

  • Experience                                                                                    
  • Regulation
  • Reliable Professional Service
  • Objectivity
  • Advice and Referrals
  • Peace of Mind
  • Tax Management
  • Family Unity

Why Use National Advisors Trust vs. Local Bank/Trust Company

  • Federally-chartered doing business in all 50 states
  • "Trust-Only" Institution. Our sole business is administration and custody.
  • No manufacturing of proprietary products
  • Our business model is to work closely with a client's trusted advisors.
  • National Advisors Trust can be very flexible regarding the kinds of assets it will accept.
  • The designated investment advisor, along with the client's attorney and accountant are the "quarterbacks" of the client relationship.
  • Our fees are very competitive.
  • National Advisors Trust is regulated by both the Office of Thrift Supervision and the Federal Deposit Insurance Corporation (FDIC).
  • Provides the ability for clients to continue to use the services of their investment advisor, attorney or accountant without any changes in long-standing relationships.
  • "User Friendly" and well managed

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