National Advisors Trust to Provide Trust Services for Mercer Advisors

Jim Combs, CEO of NATC, added “The model of combining an RIA like Mercer Advisors with a national trust company that provides conflict-free trust administration services, is a more attractive wealth management solution when compared to other trust services options on the market today. NATC trust solutions offer RIAs the flexibility and customization they need to meet the diverse needs of their client base, while trust services offered by large bank trust companies are becoming increasingly inflexible, often requiring high asset minimums and lacking a personalized approach.”

“Clearly, being principally owned by RIAs, we understand the RIAs’ need to be able to offer a wide range of personalized trust services,” Combs continued. “RIAs want to be named in trust documents as the investment advisor so they can honor clients’ requests to continue managing client assets when assets pass to family members. That kind of continuity and high-touch service can only be achieved by working with a non-competitive trust partner like NATC.  We see this trend growing, and expect it to continue in the coming decade.”