Trust Services
Personal Trusts
Charitable Trusts
Institutional Trust & Retirement Services
National Advisors Trust of South Dakota, Inc.
Trust New Business
We’re here to help financial advisors flourish. But true help comes from true understanding of your business goals and your clients’ needs. So, until we have time to actually talk, allow us to provide this listing of the services you have at your disposal with us. Should you like a little more information on any subject, just click.
Personal Trusts
Charitable Trusts
Institutional Trust & Retirement Services
National Advisors Trust of South Dakota, Inc.
Trust New Business
AdvisorsCustody
Restricted Custody – Captive Insurance
Unique Asset Services
Bank Transformation
Bank Wealth Management Consulting
Lending Services
Brand Advantage Private Label Program
Trust Education
The Shareholder Advantage
As one of the largest independent trust companies in the United States, it’s easy to say we are experts in trust and custodial services.
Easy. But only partially correct.
In fact, we’re in the relationship business. We just happen to get there via a pathway of expert trust and custodial services.
Specifically, we are in the relationship business with trusted financial advisors, wealth managers and estate planners across America, serving them by way of personalized trustee solutions that, in turn, allow them to build stronger, more meaningful relationships with their clients.
And those relationships – the ones where clients depend on their financial advisor when navigating today’s life challenges and preparing for the uncertainty of tomorrow – are the ones that matter most.
At least they are to us.
You’ve worked hard to develop meaningful relationships with your clients. Our first question to you: What can we do to make those relationships stronger, deeper and more sustainable?
You see, we understand fully that our purpose is to complement your business, never to compete with it. It’s a partnership, to be sure. But it’s a partnership built around your business and your clients.
To begin, our focus is on you, your business, and growing our relationship with you.
Secondly, our experience as a company built by advisors for advisors lets you rest assured that we have extensive knowledge of and experience in trust. And also, that we fully understand how to best leverage trust and custodial services into your business.
Of course, there are many other reasons for choosing National Advisors. Like our corporate directed trustee model, that provides flexibility and choice. Or our commitment to OCC regulations and FDIC membership, that speak to the highest security standards and government oversight.
But, when it comes right down to it, we want to work with trusted advisors who understand and appreciate the true value of collaboration. Because partnership is at the core of our business.
Someone is going to start the conversation about trust services with your client. We believe it should be you. Because we believe we can help you navigate the trust landscape and help your clients embrace the value and seize the benefits of trusts.
Give us a call:
Monday-Friday, 8am-5pm
Or schedule an appointment today: