National Advisors Trust Company Selected by United Capital Management of Kansas
To Provide Branded Trust Services
United Capital Management of Kansas implements NATC’s Trust Representative Office program.
New private-labeled trust services brand formed, United Capital Trust.
Overland Park, KS (October 21, 2014) –National Advisors Trust Company (NATC), the nation’s largest independent RIA-owned trust company, announced that it has been chosen by United Capital Management of Kansas, Inc. to implement NATC’s Trust Representative Office (TRO) program. Under the TRO program, NATC established United Capital Trust, a private-labeled trust services brand through which United Capital Management will market trust and trustee services administered by NATC. United Capital Management has also become a shareholder of NATC.
“With our new private label, United Capital Trust, we are able to provide full trustee services to clients to facilitate their wealth transfer and estate planning objectives, in addition to our broad wealth management solutions,” said Chad Koehn, President of United Capital Management of Kansas. “By marketing trust services under our brand, we are able to offer our clients a seamless and embedded solution within our integrated scope of services. Our firm’s goal is to establish lifelong relationships with clients, their families, and others who are important to them.We were pleased to find a partner in NATC that shares our belief in being a servant leader to our clients, and could provide us with solutions that expand our ability to deliver world-class trust and custody services to our growing number of clients over multiple generations.”
“NATC’s private labeled TRO program is a synergistic addition to the wealth management solutions and client-focused approach practiced by United Capital Management of Kansas,” said Jim Combs, CEO of NATC. “By expanding trust services under their private label trust brand they will further enhance the close, personalized client relationships that distinguish their firm. Marketing trust services under their trust brand also establishes a strong differentiation for them in their marketplace.”
About United Capital Management
United Capital Management of Kansas is a locally owned, Kansas-based firm of experienced, caring consultants dedicated to providing comprehensive and consistent financial advice to retirees, professionals, and small business owners. The firm is dedicated to being a servant leader in its business philosophy and practices, putting the needs of clients first. United Capital Management of Kansas serves clients in a variety of industries, including agriculture, who are looking for preservation, growth, and transfer of wealth. Headquartered in Salina, Kansas, the firm has a branch office in Abileneand another location coming soon to Dodge City. Additional expansion is planned throughout Kansas. All securities are offered through Sterne Agee Financial Services, Inc., member FINRA/SIPC*. For more information call 785-823-7900 or visit
About National Advisors Trust Company
National Advisors Trust Company (NATC) is an RIA-owned firm dedicated to the success of independent financial advisors. NATC helps advisors grow their business by providing world-class trust and custody services in every state in the nation. A federally chartered institution, NATC is the nation’s largest RIA-owned independent trust company, with $10 billion assets under administration. Visit or call 877-527-3476.
Media Contacts
United Capital Managementof Kansas
Leah Plumer
785-823-7900
National Advisors Trust Company
Corrine Smith
913-234-8247
*Financial Industry Regulatory Authority (FINRA)/
Securities Investor Protection Corporation (SIPC)
National Advisors Trust Company • 8717 West 110th Street, Suite 700•Overland Park, KS 66210• 877-527-3476•