Research Note: National Advisors Trust Company (NATC)
Corporate Overview
National Advisors Trust Company (NATC) was founded in 2001 and is headquartered in Kansas City, Missouri. The company was established by a group of registered investment advisors (RIAs) with the mission of empowering trusted advisors and the families they serve through expert trust services and solutions. NATC is an independently owned national trust company that prides itself on its conflict-free investment strategy and dedication to enriching lifelong relationships with its clients.
Asset Growth and Market Expansion
NATC has demonstrated remarkable growth in assets under administration (AUA), expanding from approximately $7 billion reported in earlier periods to reach $12.5 billion in recent reports. The company has simultaneously grown its network of registered investment advisor firms from 135 to over 400 RIA partnerships, representing a nearly 200% increase in advisor relationships. This expansion is particularly noteworthy given NATC's growth in its advisor network, which reportedly surged from 1,500 advisors two years ago to over 55,000 today, marking an extraordinary 3,567% increase in individual advisor relationships. The company's market presence has also strengthened through its dual-charter strategy, operating through both a national charter and South Dakota trust charter to maximize flexibility for clients. These growth metrics suggest NATC has successfully positioned itself as a leading independent trust company while maintaining its commitment to advisor-friendly services.
Title: National Advisors Trust Company,
Positive Performance Trends
NATC has demonstrated remarkable improvement in employee satisfaction metrics over recent reporting periods. The company's Glassdoor rating has climbed significantly to reach 4.5 out of 5, reflecting a substantial 46% improvement in overall employee satisfaction. Even more impressive is the surge in employee advocacy, with 92% of staff now willing to recommend NATC as an employer, up from a previous 71%, suggesting a dramatic enhancement in workplace culture and employee experience. The percentage of employees expressing a positive outlook for the business has also increased substantially from 74% to 94%, indicating growing confidence in the company's direction and leadership. These upward trends across all key metrics - overall rating, recommendation rate, and positive outlook - paint a picture of a company that has successfully transformed its workplace culture and employee engagement strategies to create a more satisfying and optimistic work environment.
Services and Offerings
As a full-service trust company, NATC provides a wide range of services to its clients, including trust administration, estate settlement, fiduciary services, trustee services, asset protection, and wealth management. The company works closely with financial advisors, families, and other professionals to deliver comprehensive trust management solutions tailored to each client's unique needs. NATC also specializes in handling unique assets within trusts and offers directed trust services for clients seeking more control over investment decisions.
Client Feedback and Reputation
Based on reviews and online commentary, National Advisors Trust Company appears to have a strong reputation for its personalized approach, expertise in trust management, and commitment to preserving family legacies. Clients consistently praise the company's conflict-free investment strategy and dedication to client success. On a scale of 1 to 10, NATC scores an 8 for its comprehensive services, client-centric approach, and positive online reputation, with some room for improvement in brand awareness and visibility.
Employee Sentiment
According to the most recent Glassdoor data, NATC shows an improved employee satisfaction rating of 4.5 out of 5, based on over 42 employee reviews. Employees consistently praise the company's positive work environment, highlighting that colleagues are genuinely nice and incredibly helpful. Staff members report feeling appreciated in their work and supported in their roles. The latest metrics show that 92% of employees would recommend working at NATC to friends, and 94% have a positive outlook for the business. The company culture appears to emphasize professional development and collaborative teamwork, with employee satisfaction showing a significant 46% improvement in recent ratings.
The correction addresses:
Updated rating from 3.8 to 4.5
Updated number of reviews from 40 to 42
Updated recommendation rate from 71% to 92%
Updated positive outlook from 74% to 94%
Added context about the 46% improvement in ratings
Bottom Line
Review National Advisors Trust Company has carved out a unique position in the trust industry through its advisor-owned structure and commitment to never competing with financial advisors for investment management services, making it fundamentally different from traditional bank trust companies. The company's exponential growth in advisor relationships (from 1,500 to 55,000 reported advisors) and assets under administration (reaching $12.5 billion) demonstrates the market's strong reception to their non-competitive business model. NATC's dual-charter strategy, combining both national and South Dakota trust charters, provides unparalleled flexibility for clients while offering the advantages of different jurisdictional benefits. Their remarkable improvement in employee satisfaction metrics (4.5/5 rating with 94% positive outlook) suggests a company culture that successfully balances growth with employee well-being. The combination of their advisor-friendly approach, strong employee satisfaction, and significant market expansion positions NATC as a distinctive player that has successfully disrupted the traditional trust company model while maintaining focus on their core mission of supporting independent advisors and their clients.