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04/01/2011


National Advisors Trust Company Elects New Chairman of the Board  

Robert S. Kaspar selected to lead Board of Directors with strategy and vision for continued growth.  

Overland Park, KS (March 31, 2011) – National Advisors Trust Company, FSB, today announced that its Board of Directors have elected Robert S. Kaspar to be the company’s chair-elect.  He will assume the role of Chairman of the Board at the annual shareholders meeting in April.  Kaspar is Managing Principal of The Windsor Group, a Registered Investment Advisor, and a trust company shareholder firm.

 

“Bob has been an influential presence on our Board of Directors in recent years as the company underwent major changes and achieved record growth, and we anticipate that he will make further strong contributions as Chairman,” said Ronald G. Ferguson, CEO of National Advisors Trust.  “One of Bob’s strengths is his ability to develop and communicate a clear strategy, and to continuously challenge the company to review, readdress and retool our strategic focus in response to industry and market developments and opportunities.  Bob is a passionate advocate for the company, and as our new Chairman we look forward to his leadership, vision and strategic guidance helping National Advisors continue to expand its services and programs for our RIA shareholders and their clients.”

 

In addition to his role as Chairman of National Advisors Trust, Kaspar is managing principal of The Windsor Group, a comprehensive wealth management firm located in Indianapolis, Indiana.  Kaspar was formerly president of a regional financial services firm in Indianapolis where he was responsible for the strategic development and growth of the firm’s entry into the investment and wealth management business.  He was instrumental in driving growth from a start-up business to managing assets for over 170 families and institutions with assets totaling over $300 million in just two years.  Kaspar also held previous executive-level positions with other financial companies where he was responsible for strategic development, service quality and growth of trust services, personal financial counseling, and investment brokerage services. Prior to his banking and investment management experience, he was an accountant with Ernst & Young. Kaspar has advised Windsor clients since 2000.

 

“National Advisors Trust has a unique business model, allowing the company to provide its RIA shareholders with technology, services, a partnership relationship, and business development programs designed specifically to support investment advisors and their clients,” said Kaspar.  “Our shareholder base is made up of some of the most well-respected investment advisor firms in the U.S., and we solicit their input to help inform and guide development of services and programs for their benefit and the benefit of the company. As Chairman, I look forward to working closely with our talented Board members to further enhance National Advisors’ brand and help facilitate continued company growth with new offerings, expanded membership and increased assets.”

 

Kaspar holds memberships in the Financial Planning Association, the American Institute of Certified Public Accountants, and the Indiana CPA Society. He graduated from Ball State University with B.S. degrees in accounting and management, and holds several securities industry licenses.

 

National Advisors’ outgoing Chairman, William Hart, has been the trust company’s Chairman since October 2008, and will pass the baton to Kaspar at the company’s annual meeting next month.  Ferguson commented, “Bill has been an outstanding Chairman and we’re fortunate to have had his insight and oversight during that time.  Bill became Chairman at the time of the market downturn in 2008. He was instrumental in helping the trust company through the downturn and then into a record growth rate over the last two years, almost doubling the assets under management since March 2009. During his tenure as Chairman, the company launched several new key services and technology offerings that contributed to the trust company’s success. He is a great asset and we’re grateful for his many contributions.”

 

 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: AdvisorDesk, an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, 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 www.nationaladvisorstrust.com.

 

For more information contact:

National Advisors Trust

Corrine Smith

913-522-7284

csmith@nationaladvisorstrust.com