Our business is based on your trust.
You didn’t build your brand to be mediocre. Nor did we.
Rather, we work hard to be extraordinary. It’s lead us to be one of America’s leading independent trust and custody providers. And it moves us forward every day, with that lofty goal of being a true partner upon whom you and your clients can depend.
Facts & Figures
States Chartered/Licensed In:
National Charter (as National Advisors Trust Company) and South Dakota charter (as National Advisors Trust of South Dakota, Inc.)
Average Account Size:
Total Assets Under Administration:
Over 800 wealth management firms and nearly 6,900 advisors
Annual Minimum Fee:
10 J.D.s, 2 LL.M.s, 4 CTFAs, 6 trust officers, 3 CPA’s
Supports Directed Trust:
Advisor Marketing Support Includes:
Brand Advantage private label trust marketing program and certification; CE accredited educational programs for advisors participating in Brand Advantage and their centers of influence (attorneys, CPAs); advisor study groups; training programs; business development consultation and collateral; trust education mobile app.
Typical Timeframe for Acceptance of New Trust:
For current appointment referrals, review turnaround time is between 48 and 72 hours.
New Business Contact:
National Advisors is a family of companies, providing expert nationwide trust, custody and concierge services to trust advisors and the families they serve.
National Advisors is comprised of the following entities:
National Advisors Trust Company
National Advisors Trust Company (NATC) is one of the largest independent national trust companies with approximately $12.5 billion in assets under administration and 180+ RIA firms. Formed in 2001 by RIAs for RIAs, NATC provides expert trust services and solutions to trusted advisors and the families they serve.
National Advisors Trust of South Dakota, Inc.
The company’s state chartered trust company, National Advisors Trust of South Dakota, Inc. (NATSD) provides trust services and solutions to RIAs for their high-net-worth and ultra-high-net-worth clients who wish to take advantage of South Dakota’s unique trust jurisdiction opportunities for protecting and passing on wealth.
National Advisors Concierge Services
National Advisors Concierge Services (NACS) delivers third-party services to clients of NATC and NATSD including, specialty asset services (unique and/or hard to value assets like mineral/oil/gas, farm and ranch and others); banking services including lending and retail banking; and a mobile trust and estate planning educational learning app.
National Advisors Holdings, Inc.
National Advisors Holdings, Inc. (NAH) is the holding company and sole owner of National Advisors Trust Company, National Advisors Trust of South Dakota, Inc. and National Advisors Concierge Services. NAH’s focus is on investor relations, promoting the interests and growth of its advisor network, and increasing shareholder value.
To be the leading provider of independent trust, custody, and educational services to trusted advisors.
Our mission is simple and clear: To provide expert trust and custody solutions to trusted advisors and the families they serve.
We’re built to complement, not compete with, the Trusted Advisor. Our success is entirely dependent on your success and upon our ability to help you strengthen relationships and trust with your clients.
We don’t wait for opportunity to knock – we already saw it coming up the front steps. By skillfully and quickly analyzing new data – from market conditions to lifestyle trends – we are able to provide innovative solutions that work for your clients.
We don’t just cheer you on, we provide plans and strategies worth cheering for. And we use them to promote, advance and foster your business.
First: do what you say when you’ll say you’ll do it – a simple mantra we live by, day after day after day. Second: listen well, and we keep confidences – that’s how we build trust.
Years of experience. Big picture thinking. Innovative strategies. Superior category knowledge. Passion for our mission, vision and values. That sums up every member of our Management Team. As well as our Board of Directors.
Partner With Us
Learn more about what a partnership can do for you. We’d love to find out if we’re the right fit for your needs. How we can help you grow and retain business and your brand.