It’s not about us. Period.

That may seem a bit odd, considering you’re on a website rich with information about National Advisors. And we encourage you to visit as long and as often as you like.

But still. It isn’t about us.

It’s about what we can do for you so that you can do your best for your clients. Simply put, we’re here to help you grow your brand and your book of business. To help sustain you on that ‘first to call’ list after a life event. And to make sure that your relationship with your client is as strong as possible.

Are we the right fit for you and your business?

There are no cookie cutter solutions. So, we may not be the right partner for every financial advisor. And we’re okay with that. Because we want true partnerships, not just business transactions.

Partner With US

We’re ready to listen.

We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below. 

Call us toll free 8am to 5pm central time. 


Or, if you’d rather leave us a number, one of our experts will call you.

Our Approach

Let’s make one thing perfectly clear: When we say we’re in the relationship business it’s with the full understanding that you own the investment management and client relationship. You. Not us. That said, we do own the account, and will work diligently as its administrative fiduciary.

We provide the highest value service and support to you, and collaborate with you in support of your clients. But the most important point of contact with the end client is you. And always will be.

Our goal is to help you reach your goals. While we’re certainly committed to helping your clients through life events, it will always be as a supporting member of your team – a strong, silent partner, if you will.

Structured to Best Serve Your Needs

The NATC business model safeguards your most important asset: the relationship you have with your clients. We respect and support your client relationships. You can focus on providing competitive investment management while we provide objective custody and trust solutions.

How We Support Our Clients

We embrace our community of trusted advisors with a common purpose, delivering a professional, consistent experience focused on the firms and families we serve.

Our vision is to be recognized as the nation’s most advisor-friendly trust company for financial intermediaries with wealth management businesses. Our business model seamlessly integrates trust and custody solutions into our advisors’ wealth management offerings, resulting in services that are easy for advisors and their client-families to consume. 

Who We Serve

  • Registered Investment Advisors
  • Community Banks
  • Attorneys
  • Accountants 
  • Insurance Advisors
  • Commercial Bankers
  • Corporate Investment Bankers