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Trustee Services
Trust and custodial services are available through National Advisors Trust
Company FSB for our clients who intend on leaving their assets in trust
for their heirs and want us to stay involved as their investment advisor.
Over 100 of America's top financial advisory firms founded the National
Advisors Trust organization. This advisor-owned firm was formed specifically
to provide lower cost, higher quality access to investment management
services and trust administration.
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.
National Advisors Trust Company delivers a full range of services including:
Trust Accounts:
- Personal trusts
- Charitable trusts
- Life insurance trusts
- Employee benefit accounts
Custodial Accounts:
- Securities safekeeping
- Income collection from securities
- Settlement of securities trades as directed by client or investment
advisor
- Payment of funds, when directed
National Advisors Trust Company may serve as trustee or co-trustee of
revocable trusts, irrevocable trusts, life insurance trusts, charitable
trusts and foundations, charitable remainder trusts and handle other trust
appointments. National Advisors Trust Company also serves as custodian
of IRA accounts, personal accounts, employee benefit plans and trust accounts
where the client or another party acts as trustee.
National Advisors Trust Company services are available to the clients
of the advisory firms that formed the trust company and that are the shareholders
of its holding company. These same services are available to clients of
advisory firms that have joined the founding firms in their quest to provide
investors with responsive, efficient organizations for custody and trust
services.
You can visit the National Advisors Trust Company FSB website at: www.nationaladvisorstrust.com.
Copyright © 2003, Pacwest Financial
Management, Inc. All Rights Reserved.
DBA Arizona PacWest Financial Management Inc.,
Registered Financial Advisor
Designed by Kinexus
Design.
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