National Advisors Trust, the country's largest independent, RIA-owned trust firm, today named a trio of new appointees and a re-election of a fourth to its board of directors.

In addition, the Overland Park, KS-based firm named Robert Kaspar of The Windsor Group will serve as its new chairman.

The new directors include Steven Palmer of Atwood & Palmer, Moneta Group's H. Chandler Taylor and Charles Clapp III of Howland Capital. Kirk Hudson of Universal Advisory Services was re-elected to the board.

All four will serve three-year terms, company officials said.

"Our board members reflect a diverse cross-section of RIAs with extensive expertise and leadership that will provide valuable input and guidance for National Advisors Trust as we execute our strategic vision," CEO Ronald Ferguson, said in a statement.

Kaspar is the managing principal of The Windsor Group, a wealth management firm based in Indianapolis.

Clapp joined Boston-based Howland Capital in 1991, overseeing more than $1 billion in assets.

Hudson joined Albuquerque, N.M.-based Universal Advisory Services as its managing partner and chief financial officer in 1999.

Palmer co-found Kansas City-based Atwood & Palmer in 1990, where he leads the firm's investment strategy and portfolio management practice.

Taylor joined Moneta Group, the St. Louis-based RIA with more than $10 billion in assets under management, in 1997.

"The RIA market faces great opportunities and challenges, both in terms of capturing and keeping assets, and utilizing technology to improve performance and efficiencies and reduce costs," Ferguson added. "Our board members provide great input and direction to our Trust Officer Inside strategy as we prepare to launch new services and technology to help our
shareholder RIAs maximize opportunities and manage challenges."

National Advisors Trust, founded in 2001, is a federally chartered trust company overseeing more than $7 billion in assets.


Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access