National Advisors Trust Chosen by Beagle Burke Group, Inc. to Implement Trust Representative Office Program
Beagle Burke selects TRO program to provide customized trust services to clients, and expand trust service offerings for new business growth.
Overland Park, KS (July 10, 2012) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today announced that it has been selected by Beagle Burke Group, Inc. to implement its Trust Representative Office (TRO) program.
The TRO program is a trust marketing program that allows investment advisors to market a full range of trust and trust custody services to their clients under private label branding, with administrative services provided by National Advisors Trust. Beagle Burke will market trust services under the TRO private label, Beagle Burke Trust.
“We chose National Advisors’ TRO program because of the opportunities it provides for new business growth and because it allows us to deliver new trust services to clients in response to their specific needs,” said Gary Beagle, Senior Managing Fiduciary, Beagle Burke Group. “We are a nonprofit corporation providing financial and person-centered services for the elderly and disabled. Our mission is caring for individuals in need, and it was vital that we choose a partner with financial stability, and the experience and capability to meet our clients’ unique needs. We researched several different companies, but selected National Advisors and their TRO program because of the company’s financial strength, their ability to tailor programs to meet our clients’ needs, and their extensive background in administering trust services at a local level.”
The TRO program is designed to help advisors expand trust services to clients, and help firms market trust services to local Centers of Influence (COI) to generate new revenue streams and draw new clients. National Advisors Trust provides participating firms with proactive TRO marketing support, and a steady flow of trust education with ongoing marketing campaigns. The TRO program assists advisors with positioning for their firms, and generating referrals with COI in their respective communities. Additionally, firms 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.
According to Ronald G. Ferguson, CEO of National Advisors Trust, “Beagle Burke has distinguished itself with the financial and human services they provide for the elderly and disabled, and we are gratified that our TRO program can help support their important mission for people in need. Trusts are important instruments for helping protect people and their assets, and to enhance quality of life. With the TRO program, we provide support for Beagle Burke’s mission, and enable them to expand their trust services for new business growth.”
About Beagle Burke Group, Inc.
Founded in 2001, Beagle, Burke & Associates of Washington (BB&A of WA) has successfully protected the rights and assets of vulnerable people throughout Southwest Washington State through its extensive and specialized team approach. BB&A of WA is a nonprofit corporation with a wide range of services tailored to suit the specific needs of each individual, and a central mission to care for individuals in need. With over 30 years of experience handling the most pressing fiduciary and social service issues for individuals, the Beagle Burke Trust team of professionals has a significant background in financial and human services encompassing banking, investments, social services, court compliance, insurance and benefit administrations. Jake Gakenheimer, CFP of Concorde Investment Services, has been retained to oversee and advise in the investments of Beagle Burke Trust.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $7.5 billion assets under administration. 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:
Beagle Burke Group
National Advisors Trust