Products April 28, 2011

National Advisors Trust Partners for Fixed Income Solutions

National Advisors Trust Company has partnered with Advisors Asset Management, Inc. (AAM), an investment partner for broker/dealers and advisers with fixed income securities solutions. 
Reported by

Under the terms of the partnership, National Advisors Trust will provide its registered investment adviser (RIA) clients direct access to AAM’s fixed income securities tools and services from its AdvisorDesk multi-custodian technology platform. National Advisors Trust says it is a more direct and efficient way for RIAs to get quotes and trade fixed income securities.

AAM enables advisers to view a searchable inventory of fixed income products, including municipals, corporates, treasuries, and agencies. Advisers can purchase bonds, receive current bids, and sell bonds online.  Advisers can also access market research, produce client-facing reports, and AAM will analyze their current bond portfolios and offer suggestions.

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Products April 28, 2011

National Advisors Trust Partners with EPIC

National Advisors Trust announced an agreement with EPIC Advisors, Inc. to provide a branded 401(k) program with open-architecture and daily valuation services to its shareholder adviser firms.
Reported by

Ronald G. Ferguson, CEO of National Advisors Trust, said the firm selected EPIC for its private-label 401(k) program because of EPIC’s “proven capabilities in the retirement planning and recordkeeping fields, and their ability to apply the National Advisors Trust brand to their retirement plan platform.”  

Ferguson added: “Their open architecture investment offering provides the trust company’s RIAs the ability to select the best investment solutions for their retirement plan sponsor clients and participants. Working together, we now have the ability to provide our RIAs with a competitive, full service proprietary plan platform.”

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