Trust Representative Office (TRO) Program
Giving Advisors the POWER of Trust
Providing clients with a full range of trust services is a competitive necessity for advisors to develop and maintain deeper client relationships and retain client assets through generational wealth transfer. In addition, incorporating trust services with investment management allows advisors to truly provide holistic wealth management for their clients.
With National Advisors Trust Company (NATC) TRO program, advisors have access to private label trust, trustee, and trust custody services without the capital outlay, time or added infrastructure required to set up a trust company. NATC's trust services allows advisors to spend their time focusing on clients and investment management, while NATC performs all fiduciary administrative functions, manages all regulatory matters, and assumes fiduciary administrative risk. The TRO program includes marketing services and support, and a trust education program.
The TRO program helps advisors differentiate themselves in their markets, compete and grow. With our private label option, all marketing and communications materials are labeled with your brand, not ours.
NATC TRO Program
This video will demonstrate how the TRO program can work for your firm.