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As an independent shareholder firm of the National Advisors Trust, you can benefit from the reputation and mission of this organization. Listed below are concepts that set you apart from your competitors and ideas that can help provide value to your clients and support your practice model. Contact National Advisors Trust for more information, please use the contact us page.

Investment Options

Being a shareholder advisory firm of National Advisors Trust allows you to offer a broad array of investment services. In addition to the standard products such as mutual funds, stocks, bonds and money market funds, you benefit from National Advisors Trust’s relationships with many of the nation’s leading financial services providers. Because of these relationships, you can provide not only traditional services, but also alternative strategies that are tailored to the needs of your clients.

Value Added:

National Advisors Trust offers both trust and custodial services within the same institution. With this capability, you can expose your clients to a seamless transaction process. Their portfolios are never disrupted and you give them an efficient and simple solution to their financial concerns.


National Advisors Trust has hand-picked a team of management experts and has been able to combine the best practices of trust department and brokerage firms across the country. The depth of experience and the research of the industry’s “best practices” can only enhance solutions for your clients.

Client Service:

As a shareholder advisory firm of National Advisors Trust, you and your clients are the first priority. Because National Advisors Trust is a federally chartered trust company, created by financial advisors for financial advisors, National Advisors Trust is more responsive to your needs, therefore allowing you to pay more attention to your clients’ individual financial needs.


National Advisors Trust is federally chartered and regulated by the Office of Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department and is authorized to do business in all 50 states. By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the Trust Company.

Contact National Advisors Trust for more information, please use the contact us page.

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