National Advisors Trust Announces New Board Members
Overland Park, KS (May 26, 2011) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced the addition of four members to its Board of Directors.
The newly elected members include Steven Palmer, Atwood & Palmer; H. Chandler Taylor, Moneta Group; and Charles E. Clapp III, Howland Capital. In addition, Kirk Hudson of Universal Advisory Services was re-elected to the board. The new directors will serve three-year terms.
In a related release issued March 31, the trust company announced its new Chairman of the Board, Robert S. Kaspar of The Windsor Group. http://www.nationaladvisorstrust.com/PressRelease04012011.php
“Our board members reflect a diverse cross-section of RIAs with extensive expertise and leadership that will provide valuable input and guidance for National Advisors Trust as we execute our strategic vision,” said Ronald G. Ferguson, CEO of National Advisors Trust. “The RIA market faces great opportunities and challenges, both in terms of capturing and keeping assets, and utilizing technology to improve performance and efficiencies and reduce costs. Our board members provide great input and direction to our Trust Officer Inside™ strategy as we prepare to launch new services and technology to help our shareholder RIAs maximize opportunities and manage challenges.”
About the New Members Chairman of the Board
Robert S. Kaspar, CPA, is managing principal of The Windsor Group, a comprehensive wealth management firm located in Indianapolis, Indiana. Founded in 1986, the firm provides clients with personalized, hands-on approach to wealth building, and a focus on reducing principal volatility with diversified, multi-manager portfolios. Kaspar has been with the firm since 2000.
Charles E. Clapp III, CFA, President of Howland Capital, joined the firm in 1991. Located in Boston, Massachusetts, Howland Capital was founded in 1967 and has since grown to serve a wide range of clients managing nearly $1 billion in assets for individuals, families and small institutions. Howland Capital provides prudent and personalized trust, tax and investment solutions for its clients, with a focus on confidentiality and continuity.
Kirk Hudson, MBA, CFA, joined Universal Advisory Services (UAS) as Managing Partner and Chief Financial Officer in 1999. Based in Albuquerque, New Mexico, UAS has been recognized by Bloomberg Wealth Manager Magazine as one of the top 50 Wealth Managers in America, and has been featured in Dow Jones Investment Advisor Magazine as one of the most innovative advisory firms in the business.
Steven Palmer co-founded Atwood & Palmer, Inc., in 1990. Located in Kansas City, Missouri, the firm has distinguished itself with customized investment strategies and portfolios, and personalized Investment Policy Statements specialized for each client.
H. Chandler Taylor, MBA, CFP, joined Moneta Group in 1997 as a principal of the firm. Headquartered in St. Louis, Missouri, Moneta Group is ranked as one of the top RIAs in the country with assets under management of more than $10 billion. It has been listed at No. 3 on InvestmentNews’ list of 50 Largest Financial Planning Firms, and has been ranked by Wealth Manager magazine on its list of Top Wealth managers.
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