July 26, 2016 4:26 AM ET

Capital Markets

Company Overview of National Advisors Trust Company, FSB

Company Overview

National Advisors Trust Company, FSB, a trust company, providing trust and custodial services to trusted advisors and families in the United States. It offers custodial services, including securities safekeeping, income collection from securities, settlement of securities trades as directed, payment of funds when directed, and timely statement delivery; banking services, such as deposit and loan services; and retirement services, including IRAs, defined benefit plans, 401(k)-daily valuation platform, and defined contribution plans. The company also provides trust services, such as revocable trust, charitable remainder trust, charitable lead trust, charitable trust or private foundation, irre...

800 East 101st Terrace

Suite 300

Kansas City, MO 64131

United States

Founded in 2001

Phone:

913-234-8200

Fax:

877-452-7329

Key Executives for National Advisors Trust Company, FSB

Chief Executive Officer, President and Director
Chief Financial Officer and Director
Chief Fiduciary Officer
Chief Client Officer and Senior Trust Officer
Chief Counsel
Compensation as of Fiscal Year 2016.

National Advisors Trust Company, FSB Key Developments

TD Ameritrade Institutional, Inc. and National Advisors Trust Company, FSB Form Strategic Alliance to Offer Trust Services for RIAs

TD Ameritrade Institutional1 has formed a strategic alliance with National Advisors Trust Company, FSB to create Advisors Private Wealth Trust (APWT), a corporate trustee offering exclusive to RIAs that custody assets with TD Ameritrade Institutional. These services are available now. This strategic alliance combines the reach of TD Ameritrade Institutional and NATC. APWT will serve as TD Ameritrade Institutional's corporate trustee solution, one that is integrated with TD Ameritrade Institutional in terms of client service and technology. Advisors Private Wealth Trust offers advisors a conflict-free way to access corporate trustee services, with custody of the assets remaining at TD Ameritrade Institutional. Beyond competitive pricing, advisors receive ongoing support from TD Ameritrade Institutional as well as dedicated trust officers to help establish trust accounts and provide administrative services. By offering trustee services through Advisors Private Wealth Trust, advisors can ensure their clients’ trusts receive independent, impartial oversight from a committed, dedicated trustee, all while continuing to manage the assets. Clients can be assured their trusts will receive professional fiduciary oversight, a duty that family or friends may not always be equipped to handle, and that they can still work with their advisor to manage the assets. Advisors can take the opportunity to review any trusts they manage and now can provide another option for clients to appoint an RIA-friendly successor trustee, such as Advisors Private Wealth Trust, helping increase the likelihood they will retain assets when the current trustee dies or becomes incapacitated. If the successor is an unaffiliated financial institution, such as a big bank, advisors risk seeing those assets walk out the door.

United Capital Management of Kansas Selects National Advisors Trust Company to Provide Branded Trust Services

National Advisors Trust Company (NATC) announced that it has been chosen by United Capital Management of Kansas Inc. to implement NATC's Trust Representative Office (TRO) program. Under the TRO program, NATC established United Capital Trust, a private-labeled trust services brand through which United Capital Management will market trust and trustee services administered by NATC. United Capital Management has also become a shareholder of NATC.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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