About National Advisors Trust
National Advisors Trust provides first class trust and custodial services traditionally offered by trust companies and brokerage firms, but with personal attention at favorable costs. This includes reporting, record keeping, executing transactions, safeguarding assets and protecting the confidentiality of personal financial information.
National Advisors Trust may serve as trustee or co-trustee of revocable trusts, irrevocable trusts, life insurance trusts, charitable trusts and foundations and other trust appointments. National Advisors Trust also serves as custodian of IRA accounts, personal accounts, health savings accounts, employee benefit plans and trust accounts where the client or another party acts as trustee.
Over 125 of America’s finest independent financial advisory firms have created the holding company that operates National Advisors Trust. The founders, which include Comprehensive Investment Solutions®, LLC, are located nationwide and manage more than $50 billion in total client assets. As a solution to concerns over declining service levels, higher costs and widespread consolidation of banks, brokerage firms and other financial institutions, these financial advisors created National Advisors Trust, an advisor owned, federally-chartered trust company. CIS is a shareholder of less than 1% interest in National Advisors Holdings, Inc., which is the parent company of National Advisors Trust.
National Advisors Trust is charted by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department and may do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). National Advisors Trust utilizes Fidelity Registered Investment Advisor Group as its primary sub-custodian.
All assets of in trust and custody of National Advisors Trust are held in sub-custody relationships at Bank of New York and Fidelity Investments.
* National Advisors Trust Company, FSB (“National Advisors Trust”) is a wholly owned subsidiary of National Advisors Holdings, Inc., a Delaware Corporation. CIS is a shareholder of National Advisors Holdings, Inc. and holds less then (1%) ownership interest in the company.
National Advisors Trust is an independent organization and not affiliated with Fidelity Investments. Accounts carried with Fidelity Investments are not FDIC insured. Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000).
NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of securities.