National Advisors provides you with a flexible custody platform, allowing you to manage all asset types.
Often, assets owned fall outside traditional parameters like stocks, bonds and liquid assets. Yet,
investment managers still have a fiduciary responsibility to manage all assets, including unique
and hard-to-value holdings like mineral rights; oil and gas; real estate (commercial, residential, farm,
ranch and agricultural); and closely held businesses.
National Advisors allows clients to hold a broad range of alternative investments and includes them in a consolidated statement, along with standard assets.
Available specialty asset services include:
- Full service specialty assets management and accounting department for the trust’s investment manager
- Integrated service, accounting and reporting
- Property/asset inspection and valuation, oversight of third-party managers, service and maintenance of properties
- Lease analysis and/or leasing operation selection, capital improvements, property and lease tracking
- Oil & Gas management, lease negotiations, missed revenue, division order validation, working interest
- Purchase and sales of mineral rights
- Sales, purchase, financing and refinancing of real estate
- Ability to customize reports and client statements
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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.
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