Wealth Management Tulsa
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Tulsa, Ok. – Jonathan Hall, Managing Principal of Warburton Capital Management, LLC, announced that Warburton Capital Management, LLC, has become a stockholder in and affiliate of National Advisors Holding, Inc. (“NAH”), the subsidiaries of which include National Advisors Trust Company (“NATC”) and National Advisors Trust of South Dakota, Inc. (“NATSD”).

NATC is a national trust company and a member of the Federal Reserve Bank. It is examined for safety and soundness by the Office of the Controller of the Currency and reports to Federal Deposit Insurance Corporation. NATSD is a trust company regulated by the South Dakota Banking Division.

With over $12 Billion in assets under administration, NATC/NATSD is one of the largest independent trust companies in the United States. Its in-house specialists include 10 JD’s, 2 LLM’s, 4 CTFA’s, 6 Trust Officers and 3 CPA’s. NATC has experience managing assets ranging from marketable securities to mineral rights, oil and gas, real estate (commercial, residential, farm and ranch), and closely held businesses. The headquarters of NATC are located in Kansas City, MO, with satellite offices in Sioux Falls, SD, and Houston, TX. NATSD provides client planning options under the progressive trust laws of South Dakota, including unique assets protection, privacy, and dynasty trust arrangements based in a tax friendly state.

Hall also announced that Warburton Capital Management has been designated as a Trust Representative Office of NATC/NATSD doing business as Warburton Trust Services. In this capacity, Warburton Capital Management collaborates with NATC and NATSD to fully support communication, execution and reporting with respect to client trust services.

“Our clients work closely with us to make decisions about their financial futures, their retirement plans, and to fulfill the needs of their families and their benevolent intentions,” said Hall. “Often, that planning includes the establishment of current and future trust services, whether to provide necessary professional management and investment services, to avoid conflicts or burdens upon family members, or to address multigenerational planning needs”, added Hall.

“With Warburton Trust Services named as current or successor trustee, assets will be managed as directed by the creator of the trust and ultimately applied and distributed in accordance with the creator’s wishes. The benefits include simplicity and peace of mind for the client”, said Hall.

For more information about Warburton Trust Services, call 918-794-3000 or email wcm@warburtoncapital.com.

About Warburton Capital Management: Warburton Capital Management, LLC is a Registered Investment Advisory firm. Its wealth management advisors are independent fee only, fiduciaries working to help clients clarify and achieve their financial and business goals. Ultimately, we strive to help clients build peace of mind and financial security.

About Warburton Trust Services: National Advisors Trust Company d/b/a Warburton Trust Services provides comprehensive trust administrative services through the Trust Representative Offices of Warburton Capital Management.