The Nation’s first independently owned national trust company.
National Advisors was founded in 2001 as the nation’s first independently owned national trust company. It was founded, in part, as a response to the dominance large banks and trust companies exerted over the trust services market.
The concept was simple; allow trusted advisors to cultivate and maintain the crucial client relationships, while providing reliable trust administrative services. This not only made trust services more widely available and affordable for clients, it also gave independent advisors the ability to offer trust services without fear of losing their clients to the large banks and trust companies.
In fact, it was a handful of financial planners and fiduciaries themselves who founded the company after larger players failed to see neither need nor opportunity in building a business unit of smaller RIAs as a solution for their clients. This opened the door for that small handful to begin recruiting other like-minded, visionary RIAs. After gathering more than 80 independent advisor firm partners, and raising the necessary capital, NATC began the arduous approval, finally being granted a charter to open and operate on September 10, 2001.
Today, that pioneering, visionary spirit that led to NATC’s founding endures. Along with a continued commitment to the trusted advisor community.
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.