National Advisors Trust, FSB

       With over 9 billion in custody, National Advisors Trust was originally founded by independent, innovative financial advisory firms to serve their clients. There are 131 partners that collectively manage more than 160 billion dollars.

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 the Comptroller of the Currency ("OCC") and the Federal Deposit Insurance Corporation (F.D.I.C.).
  • 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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