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03/10/2011


National Advisors Trust Reveals Record Growth from Market Lows in 2009

Two years later, the market recovery has driven some growth; but introduction of a private label trust program for RIAs and the launch of AdvisorDesk, a multi-custodian RIA technology platform along with regulatory changes surrounding the Custody Rule, have almost doubled assets over the two year period.

Overland Park, KS (March 10, 2011) – National Advisors Trust today announced record growth, with assets nearly doubling since the market low in March 2009. Quarterly data shows the trust company’s assets increasing by 95%, from a low of $3.7 billion in March, 2009 to $7.2 billion in March, 2011.


Quarterly Asset Growth (Billions)

           

“In January 2009, close to the apex of the downturn, we launched a private label Trust Representative Office program, and also embarked on a year-long effort to deliver a multi-custodian RIA technology platform,” said Ronald G. Ferguson, CEO of National Advisors Trust. “These two programs along with the SEC’s Custody Rule change in March of 2010 boosted assets with our existing RIA clients, and started catching the interest of new RIAs to join National Advisors Trust.”
 
The trust company added nearly $3.5 billion in assets during the 24-month period supporting a 95% growth rate. “Although the general market uptrend during that same period gave us a nice push, the majority of the growth came through new RIAs and new accounts from existing RIAs,” stated Ferguson.
 
Another contributing factor to National Advisors growth has been the market itself and the evolving needs of RIAs. An increasing number of RIAs are starting to understand the power of multi-generational relationships with their clients and the use of trusts is a key way to ensure RIAs have the opportunity to extend their relationships. A private label trust program like the Trust Representative Office program allows RIA firms to re-position their firm in their respective communities as being trust savvy and trust focused. During the last two years, National Advisors Trust has enrolled over 20 RIA firms in the Trust Representative Office program and has registered 26 private label brands in 17 states. As the largest independent trust company in the U.S. market that is owned by RIA firms, National Advisors Trust understands what RIAs need and has created solutions that meet those needs.  
 
“Our RIA clients tell us that they want a non-competitive partner for trust and custody services; a multi-custodian technology platform; a transparent, safe and secure trustee without loan portfolio risk; and the ability to offer differentiating private label trust services to assist in capturing  multi-generational client relationships,” continued Ferguson. “These RIA-specific offerings help our firms provide superior services to their clients, and build a stronger more sustainable business model for the future. Investing in these offerings has helped National Advisors Trust achieve record growth, and put us on track for further gains in 2011 and beyond.”
 
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with assets of more than $7 billion.  Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; a private label trust marketing program, an advanced, multi-custodian investment management platform, trust accounting services, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit http://www.nationaladvisorstrust.com .
 
 
For more information contact:
  
National Advisors Trust
Corrine Smith
913-522-7284
csmith@nationaladvisorstrust.com