Solution introduction
Our services: The building blocks from which great relationships begin
We’ll say it again; we’re in the relationship business. And, like any solid relationship, we want to create something tangible. For us, this includes our full suite of trust and custody services along with our commitment to the highest duty of care. How can we serve you today?
Trust services
Partnering with National Advisors is the ultimate trust relationship. You have spent years building relationships with clients who trust your judgement. You need a trust services partner you can depend on to help preserve and strengthen the enduring relationships you have created with your clients. Working together, we help you extend those relationships across generations.
- Personal and charitable trusts
- Institutional trust & retirement services
- National advisors trust of South Dakota, inc.
- Trust new business
Custody services
we offer a full suite of independent, objective custodial service solutions through our Advisorscustody platform. Our custodial services include asset safekeeping, investment processing, account administration, principal and income accounting, tax reporting and integration with many of the industry’s top portfolio management systems.
- Advisorscustody
- Restricted custody – captive insurance
- Unique asset services
Professional services
National advisors concierge services, an entity of national advisors’ family of companies, delivers third-party services to clients of national advisors trust company and national advisors trust of South Dakota, Inc.
- Bank transformation
- Bank wealth management consulting
- Lending services
Marketing & educational services
Gain and retain more clients when you take advantage of national advisors’ marketing and continuing education support programs.
- Brand advantage private label program
- Trust education
- Mobile education app – Hip pocket trust advisor
