American wealth management firm Mercer Advisors has selected National Advisors Trust Company (NATC) to provide trust and trustee services for its clients.
"We chose NATC to be our provider because they have excellent trust services and a unique business model that allows Mercer Advisors to continue to enhance and preserve client relationships," said Dave Barton, president and CEO of Mercer Advisors.
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"NATC’s trust and trustee services are comprehensive, and they do not compete with advisors. We’ve received numerous requests from clients for trustee services, and are looking forward to using NATC’s offering. It’s a natural fit for our needs and for the needs of our clients," Barton added.
According to Jim Combs, CEO of NATC, "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," Combs added.
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