Trust and custodial services are now available through National Advisors Trust Company FSB, a trust company formed as a federally chartered, private trust entity for clients of independent financial advisors. Only clients of the shareholder firms may utilize the Trust Company’s services. Amicus Capital Holdings, LLC an entity managed by Amicus Financial Advisors, LLP has been a shareholder of less than a one percent (1%) interest in National Advisors Holdings since 2007. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB.
Clients rely on Amicus to utilize responsive, efficient organizations for custody and trust services. National Advisors Trust Company is an advisor-owned firm formed specifically to provide lower cost, higher quality access to investment management services and trust administration.
In the past, some of our clients have asked us to manage the investments of their trusts. Although we were flattered by that confidence, we were unable to comply. Now we can help our clients with this request and be assured they will get the best trust service available today. Through our affiliation with National Advisors Trust Company, we can manage assets that our clients want to leave in trust for their heirs. We have attached a memo that explains the unique relationship that Amicus and the other shareholder-firms have with National Advisors Trust Company and how that relationship can help.