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Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor`s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.
Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We`ve created hundreds of thousands of free financial plans for Canadians so they can know exactly what to do, each month, to maintain their lifestyle in retirement.
IIG specializes in providing institutional insurance (BOLI, COLI, ICOLI) as a financial tool to corporations, financial institutions, and qualified investors. Our clients include banks, insurance companies, and Fortune 500© firms. Our products are widely used by financial institutions, corporations, and investors to mitigate liabilities, provide tax efficiency, and help improve total return on assets. IIG looks to provide the most efficient products from the markets` best insurance carriers when determining solutions for our select clientele. Our relationships span multiple carriers and distribution channels to provide individually customized programs that stand the test of time
We`re Aspida – a tech-leading, agile insurance company that provides life and annuity solutions with speed, simplicity, and security to enhance well-planned retirement and wealth management strategies. We`re in the business of protecting dreams, and we make that process simple. Like, really simple. No jargon, no complex explanations – just peace-of-mind. And that`s how it should be.
Bridgeford Trust delivers tremendous direction and control to settlors, beneficiaries of trusts, and their advisors through South Dakotas modern trust laws.