allow Mercer Advisors to expand trust offerings and maintain client relationships.
Overland Park, KS (August 5, 2013) – National Advisors Trust Company, FSB (NATC), the nation’s largest independent RIA-owned trust company, announced that it has been chosen by Mercer Advisors to provide trust and trustee services for its clients. Mercer Advisors is a total wealth management firm and one of the largest registered investment advisors (RIAs) in the U.S.
“We chose NATC to be our provider because they have excellent trust services and a unique business model that allows Mercer Advisors to continue to enhance and preserve client relationships,” said Dave Barton, President and CEO of Mercer Advisors. “NATC’s trust and trustee services are comprehensive, and they do not compete with advisors. We’ve received numerous requests from clients for trustee services, and are looking forward to using NATC’s offering. It’s a natural fit for our needs and for the needs of our clients.”
According to Jim Combs, CEO of NATC, “The model of combining an RIA like Mercer Advisors with a national trust company that provides conflict-free trust administration services, is a more attractive wealth management solution when compared to other trust services options on the market today. NATC trust solutions offer RIAs the flexibility and customization they need to meet the diverse needs of their client base, while trust services offered by large bank trust companies are becoming increasingly inflexible, often requiring high asset minimums and lacking a personalized approach.”
“Clearly, being principally owned by RIAs, we understand the RIAs’ need to be able to offer a wide range of personalized trust services,” continued Combs. “RIAs want to be named in trust documents as the investment advisor so they can honor clients’ requests to continue managing client assets when assets pass to family members. That kind of continuity and high-touch service can only be achieved by working with a non-competitive trust partner like NATC. We see this trend growing, and expect it to continue in the coming decade.”
About Mercer Advisors
Established in 1985, Mercer Advisors is a total wealth management firm that provides comprehensive investment management, financial planning, family wealth office, and retirement plan services for affluent individuals. Mercer Advisors developed a systematic approach to increase return, reduce risk, and reduce tax exposure within client portfolios. The result has been real-world investment success stories over time. With over $4.5 billion in assets under management for more than 3,700 clients, over 55 investment and professional specialists, and branch offices in 15 major cities, Mercer Advisors has become one of the largest registered investment advisors in the U.S. Mercer Advisors is headquartered in Santa Barbara, California and is privately held. For more information about Mercer Advisors, visit www.merceradvisors.com.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $8 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 about National Advisors Trust, visit www.nationaladvisorstrust.com.
For more information contact:
National Advisors Trust
National Advisors Trust