National Advisors Trust Selects IPS AdvisorPro® 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 IPS AdvisorPro® 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 IPS AdvisorPro®” 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
IPS AdvisorPro®.”
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 www.nationaladvisorstrust.com.
About IPS AdvisorPro®
Created by financial advisors for financial advisors, IPS AdvisorPro® is designed to work with all wealth
management professionals and their practices. IPS AdvisorPro® offers a flexible solution for creating,
managing and updating Investment Policy Statements that is easy to use through an encrypted, secure webbased environment. With over 1600 users and 43,000 IPSs created, IPS AdvisorPro® is the industry’s
leading technology solution. IPS AdvisorPro® 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 www.IPSAdvisorPro.com.
For More Information, please contact:
IPS AdvisorPro®: Linda Groden, 330-724-7145, lindag@ipsadvisorpro.com
National Advisors Trust: Cindy Ralls, 913-234-8250, cralls@nationaladvisorstrust.com
Corrine Smith, 913-522-7284, csmith@nationaladvisorstrust.com