Valley National Advisors, Inc. is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Valley National Trust Services.
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We are pleased to have a team of professionals who will work with your advisor to assist you in choosing the trust solution that is best suited for your unique situation.
- First-class trust administration services with custodial services offered through Fidelity
Our locally based team of professionals interfaces personally with
clients, their legal professionals and the trust company to coordinate
services supporting client needs and goals.
- Professional attention delivered locally at favorable costs to meet your individual needs
Our teams shares a commitment to providing exceptional service through a
team approach for the most effective management of investment assets
according to trust documents.
- Personal relationship with your financial advisor and local
trust representative, while benefiting from the service of a
federally-chartered trust company
As a Trust Representative Office of National Advisors Trust Company, we represent the largest federally-chartered trust company created by Registered Investment Advisors (RIAs). Our trust service model is built on the strength of local support and responsiveness.
- Trust company founded by independent financial advisory firms to serve their clients
The advisors who created National Advisors Trust built an independent
trust company that respects and supports the client-advisor
relationship. There is no need to change existing investment philosophy,
asset management style or portfolio holdings. Clients will also keep
their attorney, accountant or other professional relationships intact.
- Trusts are managed with other financial planning and
succession services in mind, including estate planning, insurance, tax
preparation, education planning, and investing
Valley National has a focus on the services that are the foundation for
financial success in today’s world. A skillful team of professionals,
combined with access to the best industry technology available, allows
clients to effectively manage their existing assets, implement
tax-saving strategies, and plan for the eventual transfer of their
wealth.
- A seamless, integrated combination of personal trust administration and reporting
Trust Services are coordinated and managed by a local team of
professionals working together to serve each client’s individuals needs,
helping them effectively manage their existing assets and provide for
the eventual transfer of wealth.