National Advisors Trust Selected by JFS Wealth Advisors to ImplementTrust Representative Office Program
JFS expands trust services with National Advisors Trust’s TRO program and establishes new private-labeled trust service, JFS Trust Services
Overland Park, KS (November 13, 2012) – National Advisors Trust, the nation’s largest independent RIA-owned trust company, today announced that it has been selected by JFS Wealth Advisors to implement its Trust Representative Office™ (TRO) program. As part of the TRO program, National Advisors Trust established JFS Trust Services, a private-labeled trust services brand through which JFS will market trust related services.
“As part of our customized investment management and integrated financial planning, JFS provides clients with a wide range of trust and estate planning services,” said Janelle Fumerola, Managing Principal and Lead Advisor for JFS. “With the TRO program, we are able to further expand our trust service offerings, enhance our value proposition, and differentiate JFS in our markets. Establishing the private-labeled JFS Trust Services allows us to reinforce our brand through the TRO program.”
JFS has been a shareholder of National Advisors Trust since the trust company was established in 2001.
“Trust services are a vital component for RIAs who work with high net worth clients, and our TRO program helps augment those services to help advisors differentiate themselves in their markets,” said Cindy Ralls, Vice President of Marketing for National Advisors Trust. “Our TRO program’s marketing support and private-label option help advisors communicate and amplify their brand as they extend their trust service offerings.”
About the TRO Program
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.
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, the firm has 34 employees, supervises over $850 million in assets, and services clients in more than 30 states. In 2007, JFS became a partner firm with Focus Financial Partners, the leading international partnership of independent, fiduciary wealth management firms providing unbiased, fee-based wealth management services to its clients.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $7.5 billion assets under administration referred by more than 135 RIA firms throughout the country. 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:National Advisors Trust