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May 12, 2011

National Advisors Trust Expands Business Development Focus

 James Alfred joins company to accelerate growth strategy with western area RIA firms.  

Overland Park, KS (May 12, 2011) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced that James D. Alfred has joined the company as Vice President Business Development.  Alfred joins National Advisors Trust to further accelerate the company’s growth strategy in the western area, bringing new shareholders to the trust company, and expanding the company’s technology, trust and custody services with existing shareholders.

 

“I was drawn to National Advisors Trust because of the company’s mission to be the industry leader in technology, back office operations, and customer success for RIAs and asset managers who utilize trust and custody services,” said Alfred.  “National Advisors Trust, with its robust product offering and unique approach to using technology to fuel company growth, really appealed to me. The company is differentiating itself with an advanced, multi-custodian technology platform and Trust Officer Inside strategy that are truly ground breaking for RIAs.  The company has what RIAs need to grow new and existing business with high net worth clients, retain existing clients through multiple generations, and keep their overhead expenses low as they expand. I’m excited to join the company and have the opportunity to contribute to our future success.”

 

Ronald G. Ferguson, CEO of National Advisors Trust, commented, “Jim brings more than 15 years of award-winning business development leadership experience with RIAs and other financial services companies, where he distinguished himself with results-driven performance, market penetration and innovative contributions.  He has an impressive background opening new markets and territories, increasing client loyalty, and an extensive knowledge of the financial services industry and technology.  Jim’s drive, expertise and broad industry relationships make him a valuable addition to help the company execute its vision and accelerate its growth strategies in the west.”

 

Previously, Alfred was Vice President of Sales for Black Diamond Performance Reporting, where he led expansion of the company’s western region in sales, marketing and relationship management to independent financial advisors, wealth managers and all major custodian relationships.  Prior to Black Diamond, he held senior-level positions at Advent Software in channel and direct sales, client relationship management and product marketing.  While at Advent, Alfred co-founded a highly successful client loyalty and satisfaction program. He has also held key positions in sales, marketing, channel distribution and investment consulting for companies in portfolio engineering, finance, technology and customer intelligence solutions fields.

 About National Advisors Trust

National Advisors Trust Company, FSB, is a federally chartered trust company with assets under administration exceeding $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. National Advisors Trust supports over 135 shareholder-RIA firms located in over 40 states. In addition, the trust company also offers trust administration services to non-shareholder RIAs. The trust company’s Trust Officer Inside strategy is a blueprint for trust-centered RIA firms to uniquely implement a trust marketing program from a passive trust interest, to active trust marketing support and all the way to having a trust officer inside the RIA firm. This strategy is supported by the trust company’s private label trust program, the Trust Representative Office (TRO) program.  National Advisors Trust also offers AdvisorDesk, a multi-custodian technology platform with advanced, portfolio management, model-based rebalancing and a trade order management system. National Advisors Trust is an RIA friendly, “trust only” financial institution 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