TRUST SERVICES

OFFERING TRUST SERVICES TO FINANCIAL INSTITUTIONS

If your financial institution doesn’t have access to Trust Services, we can help.

Virtue Financial through Infinex has partnered with National Advisors Trust Company to make trust services available to the clients of Investment Advisor Representatives (IARs) at Infinex. Independent Trust Company of America works with advisors by providing fiduciary support, including trust administration, cash management and record keeping.

National Advisors Trust Company can administer:

 

  • Revocable and irrevocable trusts

  • Family trusts

  • Charitable trusts

  • Foundations and endowments

  • Grantor retained annuity trusts (GRATs)

  • Minor trusts

  • Irrevocable life insurance trusts (ILITs)

  • Defined benefit plans for businesses, and 
    more

 

 

 

Trust Services are offered through Infinex Trust and provided by National Advisors Trust Co.  Infinex does not offer tax or legal advice and is not affiliated with National Advisors Trust.

© 2018-2019 Copyright. All Rights Reserved.

Virtue Financial Advisors

1300 N. 78th Street, Suite G3

Kansas City, KS 66112

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.  Member FINRA/SIPC.  Infinex and Virtue Financial are not affiliated.  Products and services made available through Infinex are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

 

INFINEX and Virtue Financial do not provide tax or legal advice.