Creating & Preserving Wealth for Generations
Estate Planning
How We help
Trust
Services
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Revocable or Living Trusts
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Charitable Trusts
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Irrevocable Life Insurance Trusts
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Special Needs Trusts
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Irrevocable Trusts
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Agent for Trustees
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Succession Planning Remainder Trusts
Custodial
Services
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Securities safekeeping
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Income collection from securities
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Settlement of securities trades as directed
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Payment of funds when directed
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Timely statement delivery
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Custody for Alternative Investments
Retirement Plan Services
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IRAs: Custodian or Trustee
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Defined Benefit Plans
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401(k): Daily Valuation Platform
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Defined Contribution Plans
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Roth 401(k) feature within a 401(k) Plan
Expertise
Retain Sage Rutty as the Investment Advisor while gaining access to the talented, experienced trust professionals of National Advisors Trust.
Cost Effective
Benefit from trust services provided in a cost efficient manner with a competitive fee structure.
Flexibility
Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
Local Support,
National Coverage
Benefit from face-to-face meetings with Sage Rutty trust representatives while maintaining the peace of mind provided by a federally-chartered trust company.
Disclosure: Sage Rutty & Company, Inc. is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Sage Rutty Trust Services.