National Advisors Trust Selected by Lee Financial Corporation to Provide Branded Trust Services

OVERLAND PARK, Kan., March 25, 2014 /PRNewswire/ -- National Advisors Trust Company (NATC), the nation's largest independent RIA-owned trust company, announced that it has been chosen by Lee Financial Corporation, a Dallas-based wealth management firm, to implement NATC's Trust Representative Office (TRO) program. As part of the TRO program, NATC established LFC Trust Services, a private-labeled trust services brand through which Lee Financial will market trust and trustee services.

According to Dusty D. Wallace, Director of Planning and Compliance Officer for Lee Financial, "Our clients have been asking Lee to provide full service trustee services in addition to our broad wealth management solutions platform. In the past we considered forming our own trust company, but never pursued that because of the time, complexity and cost. NATC's TRO program with its private-label trust and trustee services was the perfect answer. It allows us to provide clients with full trustee services through our new private-label, LFC Trust Services, and serve as trustee for our clients today and for future generations. Importantly, NATC administers only trust services and does not manage our clients' portfolios, which allows everyone to focus on the client's objectives and allows for cost efficiency."

About the TRO Program
The TRO program is a trust marketing program that allows advisors to offer a full range of trust and trustee services to their clients under private-label branding, with administrative services provided by NATC. NATC supports participating RIA firms with marketing services and ongoing trust education programs, including monthly CE accredited webinars for advisors' clients and COI. Additionally, RIAs have the benefit of an active study group of other advisor firms who communicate regularly and share experience, information and strategies regarding the TRO program.

"The TRO program enables independent wealth management firms to attract and retain clients and their assets over generations," said Cindy Ralls, Vice President of Marketing for NATC. "Adding private-labeled trust and trustee services without starting their own trust company is an important opportunity for RIAs to build multi-generational relationships and differentiate themselves in their markets. With NATC, they can also be assured that we respect their independence and will never compete with them."

About Lee Financial Corporation
Lee Financial is an independent wealth management firm based in Dallas, TX. Founded in 1975 as one of the first Fee-Only Advisors, Lee Financial is a trusted resource for personal, family and business needs, providing wealth management and investment advisory services to high net worth clients nationwide.

About National Advisors Trust
National Advisors Trust Company is an RIA-owned firm dedicated to the success of independent financial advisors. NATC helps advisors grow their business by providing world-class trust and custody services in every state in the nation. A federally chartered institution, NATC is the nation's largest independent trust company, with more than $9 billion in assets under administration. Visit www.nationaladvisorstrust.com or call 877.527.3476.

Media Contacts
Corrine Smith, 913.522.7284, [email protected]

Greg Berardi, 415.239.7826, [email protected]

SOURCE National Advisors Trust Company