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Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor`s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.
Stonemont Financial Group`s mission is to develop a true partnership with our clients, easing the burden of navigating the challenges related to implementing financing strategies in today`s volatile markets. The Principal Real Estate Practice focuses almost exclusively on acquiring and developing single-tenant net lease transactions and private off-campus student housing projects. For net lese transactions our capital underwrites credit primarily, real estate secondarily, which is critical in today`s market. Depending on our client`s needs, we have the ability to act as principal in both ground-up developments, as well as existing asset acquisitions, allowing our client to leverage our principals` experience and relationships. - Principals have structured and financed over $17.1 billion of single-tenant transactions since 1995, and over $500 million currently under construction. - Rather than a “one size fits all” approach, our key differentiator is balancing operational and financial goals of our clients to put in place ideal structure. - Focus on credit first allows us to finance more challenging asset types through innovative lease structures in tertiary markets. Stonemont Financial Group`s Principal Real Estate Practice is headquartered in Atlanta, GA, with partnership offices in Dallas, TX and Marlton, NJ.
NDVR provides wealth management tools and advice for high net worth families.
GlobalWise Investments, Inc., via its wholly owned subsidiary Intellinetics, Inc., is a Columbus, Ohio based Enterprise Content Management (ECM) pioneer with industry-leading software that delivers cloud ECM based solutions on-demand. The Company’s flagship platform, Intellicloud™, represents a new industry benchmark and game-changing solution by enabling clients to access and manage the content of every scanned document, file, spreadsheet, email, photo, audio file or video tape – virtually anything that can be digitized – in their enterprise from any PC, laptop, tablet or smartphone from anywhere in the world.
Baton Rouge Telco Federal Credit Union is a Baton Rouge, LA-based company in the Financial Services sector.