National Advisors Trust Company, FSB is one of the largest independent trust companies in the country and counts over 125 registered investment advisory firms as shareholders, with PacWest being one of them. The combined assets under management of those 125 firms are over $80 billion with over $5 billon actually administered at the trust company.
National Advisors Trust is chartered as a federal savings bank and is able to do business in all fifty states. It is regulated by the Office of Thrift Supervision and is a member of the FDIC. Fidelity Investments and Bank of New York serve as sub-custodians to National Advisors Trust and clients’ assets are held at one of those two institutions.
National Advisors Trust was formed in 2001 by a group of 82 registered investment advisory firms. These firms were looking for a way to serve their clients not only for the current generation, but also for future generations. As National Advisors Trust is owned by the firms it serves, it is able to provide trust services to those firms’ clients at highly competitive prices.
We at PacWest believe that by partnering with National Advisors Trust, our clients can have the best of both worlds, a working personal relationship with a PacWest portfolio manager while having access to the resources of an independent, nationally recognized, federally chartered trust company.
You can visit the National Advisors Trust Company FSB website at: www.nationaladvisorstrust.com.
National Advisors Trust Company, FSB (“National Advisors Trust”) is a wholly owned subsidiary of National Advisors Holdings, Inc., a Delaware Corporation. PacWest Financial Management Inc. owns less than a ten percent (10%) ownership interest in the company.
