The new participants are Strategic Financial Group, LLC, headquartered in Merrillville, Indiana; Sterling Financial Planning, Inc., located in Sparta, New Jersey; and Snow Creek Wealth Management, LLC, of Nashville, Tennessee.
TRO allows investment advisers to offer trust and trust custody services to their clients under private-label branding, with administrative services provided by National Advisors Trust, an independent, RIA-owned trust company.The company supports the RIA firms with a proactive marketing program and provides a steady flow of trust education with ongoing marketing campaigns.
The TRO program assists advisers with positioning their firms and generates referrals with Centers of Influence (CoI) in their communities. RIAs also have the benefit of an active group of other adviser firms who communicate regularly and share experiences, information and strategies regarding the TRO program.
“With our partnership with National Advisors Trust and the TRO program, we have an efficient, cost-effective, high-level trust solution to offer clients,” said Nicholas A. Nicolette, a principal of Sterling Financial Planning. “It allows us to maintain our highly personalized client relationships, remain independent, and help our clients meet their legacy goals.”