National Advisors Trust Selects Ipsadvisorpro As Advisordesk Technology Partner

National Advisors Trust Selects IPSAdvisorPro® as AdvisorDesk Technology Partner

~ Innovative Program Will Provide National Advisors Trust 135+ Firms with Web-based Tools for Creating Investment Policy Statements

Miami, FL and Overland Park, KS – February 25, 2013. National Advisors Trust announced today the selection of IPSAdvisorPro® to provide their over 135 Shareholder Firms and affiliated users with advanced investment and trust document tools for developing Investment Policy Statements (IPS).

“The use of IPSs has become more than just a ‘best practice’ in the industry,” said co-founders Norm Boone, CFP® and Linda Lubitz-Boone, CFP®. “In today’s regulatory environment, written disclosures and absolute transparency have become increasingly important and the IPS is the ‘go to’ document which records the agreements between advisors and clients about how their money will be invested.”

As part of the joint arrangement, financial advisory Firms and authorized users affiliated with National Advisors Trust will have access to customized Trust templates and the ability to create their own custom templates, as well as preferred pricing and training on the creation, modification and updating of comprehensive IPSs.

“We’re very excited to be able to enhance our offering to our network and their clients through the online technology of IPSAdvisorPro®” said Dave Roberts, President of National Advisors Trust. “We take seriously the fiduciary responsibility of Advisors and we recognize their need to function efficiently, accurately and compliantly. We look forward to helping them streamline their processes through the use of IPSAdvisorPro®.”

About National Advisors Trust

National Advisors Trust Company, FSB, is a federally chartered trust company with more than $8 billion assets 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 all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their

clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit

About IPSAdvisorPro®

Created by financial advisors for financial advisors, IPSAdvisorPro® is designed to work with all wealth management professionals and their practices. IPSAdvisorPro® offers a flexible solution for creating, managing and updating Investment Policy Statements that is easy to use through an encrypted, secure web-based environment. With over 1600 users and 43,000 IPSs created, IPSAdvisorPro® is the industry’s leading technology solution. IPSAdvisorPro® was named by Morningstar as the “Software of the Year” and was a CPA Wealth Provider “Financial Planning Awards Winner” in 2009. For more information, please visit

For More Information, please contact:

IPSAdvisorPro®: Linda Groden, 330-724-7145,

National Advisors Trust: Cindy Ralls, 913-234-8250,

Corrine Smith, 913-522-7284,