BANKING and LENDING SERVICES
National Advisors Concierge Services offers banking and lending services to trusted advisor clients through the company’s partnerships with TriState Capital and The Bancorp Bank.
TriState Capital Bank
TriState Capital’s Private Bank partners with registered investment advisors, wealth management firms, trust companies, broker-dealers and family offices nationwide to provide lending and deposit solutions to high- net-worth individuals.
TriState Capital’s Private Bank provides a high level of client-driven services with specialized lending and deposit products. Private Bank’s clients and their advisors are an exclusive group who require professional, personalized and highly confidential services.
TriState Capital’s Private Bank caters to financial advisors by offering non-purpose lending solutions for their clients. The bank offers non-purpose credit lines with both LIBOR (London Interbank Offered Rate) based variable rate and fixed rate options. Credit line facilities are available to a broad range of client types: individuals and business entities including corporations, LLC, LPs, trusts, nonprofit entities and foundations.
For more information, or to get started today, see attachments below, or contact TriState at (844) 248-2049 or firstname.lastname@example.org. For further support, TriState Client Support can be reached at (866) 560-8722 or email@example.com.
Private Bank Overview
Private Bank Lending Solutions
Non-Purpose Lending Solutions FAQs
Custodian/Advisor Application Addendum
The Bancorp Bank
National Advisors Concierge Services has partnered with the Bancorp Bank (NASDAQ: TBBK), a commercial bank headquartered in Wilmington, Delaware that specializes in providing banking services to non-bank financial services companies. The Bancorp Bank is a full-service FDIC insured institution that empowers trusted advisors with a wide range of personal, trust and business financial services nationwide.
Securities-Backed Line of Credit (SBLOC)
A Securities-Backed Line of Credit (SBLOC) is a bank line of credit backed by securities held in an investment portfolio. With an SBLOC in place, cash needs can be met without disrupting a carefully constructed investment portfolio. Learn more about the flexibility and convenience of an SBLOC. Click here to apply.
For more information about the products and services available, visit the Advisor Bank website, or contact the Client Service Center at 800.650.5904.