AdvisorDesk Login


Beverly Hills Wealth Management Implement TRO

National Advisors Trust Selected by Beverly Hills Wealth Management to Implement Trust Representative Office Program

 BHWM expands trust services under National Advisors Trust’s private labeled TRO Program.  

Overland Park, KS (September 12, 2011) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced that Beverly Hills Wealth Management (BHWM) has joined the trust company as a shareholder to expand its trust offerings with private labeled trust services.

 

“There is growing demand by clients for trusts,” said Mag Black-Scott, Founder and CEO of Beverly Hills Wealth Management. “National Advisors Trust is a national trust company and able to do business in all 50 states, which allows us to accommodate clients located in different parts of the country. Clients also require trusts with flexible options that can meet their unique needs and asset mix.  National Advisors’ trust services encompass standard assets as well as non-standard assets, with a strong degree of personalization and adaptability with trust administration services.” 

 

The TRO program is a trust marketing program that allows investment advisors to offer a full range of trust and trust custody services to their clients under private label branding, with administrative services provided by National Advisors Trust.  National Advisors Trust supports participating RIA firms with a proactive marketing program, and provides a steady flow of trust education with ongoing marketing campaigns.  The TRO program assists advisors with positioning for their firms, and generates referrals with Centers of Influence (CPAs and attorneys) in their respective communities.  Additionally, RIAs have the benefit of an active study group of other advisor firms who communicate regularly and share experience, information and strategies regarding the TRO program.

 

“BHWM is building a strong brand that we want to continually reinforce,” continued Black-Scott.  “The trust company’s Trust Representative Office program gives us the ability to market our trust services as a private label, which is important to further enhance and extend our brand identity.”

 

Ronald G. Ferguson, CEO of National Advisors Trust, commented, “Under Mag Black-Scott’s leadership, BHWM has grown rapidly, with a strong strategic direction and a client focus that drives the firm to seek and provide the very best service and offerings.  With Mag’s extensive experience in the industry, she’s been able to quickly build a firm that establishes a close bond of trust with clients, and a brand that’s continually strengthened because of smart choices that will increase her portfolio and footprint across the nation.”

 

“As a shareholder with National Advisors Trust, we are looking forward to utilizing more of the trust company’s services in the future, including private banking delivering a wide range of bank deposit and loan facilities to clients, as well as the trust company’s AdvisorDeskTM multi-custodian technology platform that provides advanced portfolio management capabilities,” added Black-Scott.

 

 About Beverly Hills Wealth Management

Beverly Hills Wealth Management is a registered investment advisory firm based in Beverly Hills, CA.  Founded in 2010 and led by industry veteran, Margaret “Mag” Black-Scott, the firm believes that when seeking a financial advisor, clients should demand three basic elements: trust, simplicity, and experience.  Beverly Hills Wealth Management partners with clients to set goals and objectives, develop personalized strategies based on risk tolerance, invest with an open architecture platform, and conduct ongoing portfolio reviews.  For more information, please visit www.bhwm.com.

 

 About National Advisors TrustNational 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; 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:

 

Beverly Hills Wealth Management

Matthew Chisum / Melissa Barrero

Cognito

+1 310 246 9530

BeverlyHillsWealth@cognitomedia.com

  

National Advisors Trust

Corrine Smith

913-522-7284

csmith@nationaladvisorstrust.com