National Advisors Trust Appoints New CEO

Overland Park, KS (April 1, 2013) – National Advisors Trust Company, FSB (NATC), the nation’s largestindependent RIA-owned trust company, announced the appointment of James A. Combs, Jr. as ChiefExecutive Officer effective April 1, 2013.

Prior to joining NATC, Combs was Chief Operations Officer for SEI Investment Manager Services, wherehis innovative leadership and process improvement strategies contributed to significant improvements to thebusiness performance of Alternative Investment Operations.

According to Combs, “I am excited to join National Advisors Trust, and to have the opportunity to lead thetrust company in creating sustainable earnings growth for the future. With the investments NATC has madein its technology, infrastructure, and trust and custody services, the company is well positioned for increasedprofitable growth. The company has a clear strategic direction and is well capitalized to implement itsstrategy. NATC is working every day to fulfill its mission to provide RIA’s with comprehensive trust andcustody solutions, which include the servicing of a range of alternative investments, supported by acustomizable high-touch client service model, and designed to help advisors’ differentiate themselves andachieve success in today’s competitive environment.”

One of Combs’ primary goals includes building on the steady growth NATC has experienced in recent years.In March of 2011, NATC announced record growth, with assets nearly doubling after a market low in Marchof 2009; quarterly data showed the trust company’s assets increasing by 95%, from a low of $3.7 billion inMarch 2009 to $7.2 billion in March 2011. As of March 2013, NATC’s assets under administration are over$8 billion, revenue growth has increased 18% in the past year, and profit is 50% higher than 2012 throughthe first 2 months of the year. The company is on track to meet its projected growth targets for 2013 andbeyond.

“Jim’s impressive record of accomplishments, his leadership style, his knowledge of the trust and custodyindustries, and his approach to strategy and vision for the company made him the ideal candidate for CEO,”said Robert S. Kaspar, Chairman of the Board for NATC and Managing Principal of The Windsor Group.“We are gratified to have such a strong, experienced CEO to lead us in fulfilling our vision, mission andbusiness growth strategies.”

Combs has more than 20 years’ experience in treasury, fiduciary, investment management and custodyservices, and previously held executive positions at Wilmington Trust Company, Wachovia OperationalServices Corporation, Global Processing Alliance, and Bankers Trust Company. Combs earned his B.S. atWest Point, and a Master of Science and Engineering degree in the Management of Technology awardedfrom the Wharton School of Business and the School of Engineering and Applied Science at the Universityof Pennsylvania.

“Looking forward, our vision is to be recognized as the industry’s largest and leading independent trustcompany supporting the needs of RIAs,” continued Combs. “Our mission is to be the trust company ‘partnerof choice’ for RIAs. Our objectives are to develop a ‘raving fan’ base of RIA firms based on our customerservice levels and the services we offer; provide easily accessible trust services to RIAs in every state;increase our TRO program and expand our trust services; and continue to invest in improvements to ourtechnology platform. There’s more, but those are the highlights. We have a great deal of positivemomentum in all these areas, and look forward to making some announcements in the coming months.”

About the TRO Program
The TRO program is a trust marketing program that allows advisors to offer a full range of trust and trustcustody services to their clients under private label branding, with administrative services provided byNational Advisors Trust. National Advisors Trust supports participating RIA firms with a proactivemarketing program, and provides a steady flow of trust education with ongoing marketing campaigns. TheTRO program assists advisors with positioning for their firms, and generates referrals with centers ofinfluence in their respective communities. Additionally, RIAs have the benefit of an active study group ofother advisor firms who communicate regularly and share experience, information and strategies regardingthe TRO program.

About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $8 billionassets under administration referred by more than 135 RIA firms throughout the country. Founded in 2001,it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all50 states. The company provides a broad range of trust and custody services uniquely designed andpositioned for clients of an RIA, including; an advanced, multi-custodian investment management platform,trust accounting services, referral marketing programs, trust education programs, practice managementprograms, economies of scale, and other related services to advance the success of participating RIA firmsand their clients. National Advisors Trust is a “trust only” organization focused on trust and custody servicesfor RIA firms and is not involved in lending and depository banking functions. For more information onNational Advisors Trust, visit

For more information contact:
National Advisors Trust
Corrine Smith

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
Get Updates from Us