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Advisors Institutional - Home - Sun May 17, 2015

Advisors Institutional is America's trust company specialist serving wealth managers, broker/dealers, law firms, mutual fund companies and pension. As trust company specialists, Advisors will help your firm charter its own advisor-owned trust institution - and thus attract high net worth clients, and serve as trustee in nearly all 50 states. In the process you are able to attain and project financial institution stature which inspires greater client confidence. 2010 Advisors Institutional Services, LLC.

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Advisors Institutional - Home - Sun May 17, 2015 | advisorsinstitutional.com Reviews

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Advisors Institutional is America's trust company specialist serving wealth managers, broker/dealers, law firms, mutual fund companies and pension. As trust company specialists, Advisors will help your firm charter its own advisor-owned trust institution - and thus attract high net worth clients, and serve as trustee in nearly all 50 states. In the process you are able to attain and project financial institution stature which inspires greater client confidence. 2010 Advisors Institutional Services, LLC.

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Advisors Institutional - Home - Sun May 17, 2015 | advisorsinstitutional.com Reviews

https://advisorsinstitutional.com

Advisors Institutional is America's trust company specialist serving wealth managers, broker/dealers, law firms, mutual fund companies and pension. As trust company specialists, Advisors will help your firm charter its own advisor-owned trust institution - and thus attract high net worth clients, and serve as trustee in nearly all 50 states. In the process you are able to attain and project financial institution stature which inspires greater client confidence. 2010 Advisors Institutional Services, LLC.

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advisorsinstitutional.com

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Advisors Institutional - Wealth Managers - Fri Aug 19, 2016

http://www.advisorsinstitutional.com/s/WealthManagers.asp

Why should a wealth manager set up a trust company? Here are some of the benefits for wealth managers:. Maintain control of the accounts you have developed relationships with. Don't lose them to competitive firms who find they can get a better return or enjoy a better relationship with other trust companies. Create a new profit center and charge trustee fees and other fees to your clients rather than having these paid out to a third-party trust company. 2010 Advisors Institutional Services, LLC.

2

Advisors Institutional - Brokers/Dealers - Fri Aug 19, 2016

http://www.advisorsinstitutional.com/s/Brokers.asp

Why Should a Broker/Dealer Set Up a Trust Company? For the broker dealer it is advisable that you offer your brokers and your wealth managers alike the ability to keep their business in-house and on the same team. Thus owning your own trust company can be an essential part of your total financial strategy. Here are some of the benefits:. Keep control of accounts in the same firm. Don't risk losing them to a third party trust company. What some broker/dealers say about owning their own trust companies:.

3

Advisors Institutional - Pension Service Providers or TPAs - Fri Aug 19, 2016

http://www.advisorsinstitutional.com/s/TPA.asp

Why should a pension service provider or TPA set up its own trust company? The answer is service. As a third-party administrator or pension service company administrator, it is important to be able to provide your clients a one-stop solution for account handling. Third-party administrators now own their own trust companies as a way of assuring that the accounts will remain in-house. Here are the important benefits to consider for TPAs and pension service company providers:. Maintain control of accounts.

4

Advisors Institutional - Law Firms - Fri Aug 19, 2016

http://www.advisorsinstitutional.com/s/LawFirms.asp

Why should a law firm set up a trust company? In the U.S. today there are several hundred law firms that own their own trust companies. As a will and estate planning specialist, it makes perfect sense to create a perfect synergy between you and your client by assuring that the trust that you set up for your client will be executed with perfect precision through your own trust company. For the law firm here are the important benefits to consider for setting up your own trust company:.

5

Advisors Institutional - Mutual Fund Companies - Fri Aug 19, 2016

http://www.advisorsinstitutional.com/s/FundCompanies.asp

Why should a mutual fund set up a trust company? The reason that Eaton Vance, Fidelity, and Franklin Templeton own their own trust companies is to ensure that the assets do not leave the firm. As an umbrella mutual fund provider it is important to provide all the solutions needed in order to maintain ERIS accounts and other forms of accounts that will require trust company intermediation. Therefore, for the mutual fund here are the important benefits to consider for owning a trust company:.

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Advisors Institutional - Home - Sun May 17, 2015

Advisors Institutional is America's trust company specialist serving wealth managers, broker/dealers, law firms, mutual fund companies and pension. As trust company specialists, Advisors will help your firm charter its own advisor-owned trust institution - and thus attract high net worth clients, and serve as trustee in nearly all 50 states. In the process you are able to attain and project financial institution stature which inspires greater client confidence. 2010 Advisors Institutional Services, LLC.

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