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Trust Services

National Advisors Trust Company

Independent, Objective Trust Administration

Weatherly works with National Advisors Trust, our private trust company, to provide independent trust and custodial services to current clients as well as future generations.

Nationally Advisors Trust Company (National Advisors Trust), a federally chartered trust company, was created in 2001 by more than 120 independent financial advisors, including Weatherly Asset Management, to integrate their unique understanding of their client’s personal and financial situation with the fiduciary responsibilities of a trustee.

While National Advisors Trust acts as trustee, Weatherly will serve as your primary advisor. This ensures that fiduciary matters are handled in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your specific family needs. If you have an existing trust relationship, Weatherly and NATC should be able to coordinate the transfer of fiduciary and management responsibilities of the trust’s assets.

Through National Advisors Trust, Weatherly offers a full of services including:

Trust Services

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Institutional Trusts

Custodial Services

  • Securities safekeeping
  • Income collection from securities
  • Settlement of securities trades as directed
  • Payment of funds, when directed
  • Timely statement delivery
  • Attractive Custody for Alternative Investments

Retirement Plan Services

  • IRA’s Custodian or Trustee
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Roth 401(k) Inside a 401(k)

More information or an applicable fee schedule regarding National Advisors Trust Company can be found at: nationaladvisorstrust.com

DISCLAMER: Weatherly Asset Management is a shareholder of less than 10% in National Advisors Holdings Inc. National Advisors Trust Company, FSB, ("National Advisors Trust") is a wholly owned subsidiary of National Advisors Holdings, Inc., a Delaware Corporation.