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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 For further support, TriState Client Support can be reached at (866) 560-8722 or

Bank Overview
Private Bank Overview
Private Bank Lending Solutions
Non-Purpose Lending Solutions FAQs
Non-Purpose Application
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.


About National Advisors Concierge Services

National Advisors Concierge Services (NACS) is part of National Advisorsfamily of companies. NACS delivers third-party services to clients of National Advisors Holdings, Inc. subsidiaries, National Advisors Trust Company, FSB and National Advisors Trust of South Dakota, Inc. NACS third-party services include: specialty asset services (unique and hard to value assets such as mineral/oil/gas, farm and ranch, etc.), banking services including lending and retail banking and a client experience benchmarking syndicate(CX2020). 


National Advisors Concierge Services • P.O. Box 874080 • Kansas City, MO 64187 • 877-527-3476 •