Broker Check

Trust Services

National Advisors Trust was formed by over 150 of the nation’s top, independently-owned, financial advisory firms, including Windsor Wealth Management.  The trust company mission is to provide clients with a new standard of excellence in trust and custodial services.  As your financial advisor, we have a unique insight into your needs and expectations.  Many clients prefer the professional guidance and confidentiality of their financial advisor and are reluctant to involve a large impersonal financial institution for trust and/or custodial services.  Windsor Wealth Management, along with the other advisors who created National Advisors Trust, built an independent trust company that respects and supports the client-advisor relationship. 

With National Advisors Trust, you maintain the relationship you have with us, while benefiting from the service of a federally-chartered trust company.  There is no need to change your investment philosophy, asset management style or portfolio holdings.  You will also maintain your attorney, accountant or other professional relationship.
Service – National Advisors Trust Provides first-class trust and custodial services with professional attention delivered at favorable costs.  With its strong and growing asset base, the company is one of the largest independent trust companies in the nation.
Clients of National Advisors trust are assured they will receive responsive service and attention to detail while maintaining the trusted relationship and wealth management strategy built with Windsor Wealth Management.

National Advisors Trust delivers a full range of services including: 

Trust Services

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trust
  • Irrevocable Trusts
  • Institutional Trusts

Custodial Services

  • Securities safekeeping
  • Income collection from securities
  • Settlement of securities trades as directed
  • Payment of funds, when directed
  • Timely statement delivery

Retirement Plan Services

  • IRAs: Custodian or Trustee
  • Defined Benefit Plans
  • 401(k): Daily Valuation Platform
  • Defined Contribution Plans
  • Roth 401(k) inside a 401(k)

Security – National Advisors Trust gives you the confidence of knowing your assets are protected by a federally-chartered trust company.

National Advisors Trust is chartered by the Office of Thrift Supervision (OTS), a bureau of the U.S. Treasury Department and is authorized to do business in all 50 states.  It is a member of the Federal Deposit Insurance Corporation (FDIC).  By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the Trust Company.

As an independent trust company, National Advisors Trust’s primary responsibility is to ensure the safekeeping of your investment assets.  They have built their reputation for security on this foundation of safety and stability.