America's Most Advisor-Friendly Trust Companies 2024 - 24

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
INDEPENDENT
TRUST
COMPANY
Robert Armstrong
President
ITC (Independent Trust Company)
PO Box 3270, Rapid City, SD 57709
www.independenttrust.com
ITC was established to eliminate conflicts of interest by putting
independence at the forefront of everything we do. The financial
advisors we work with enjoy the security of knowing ITC doesn't
offer investment products or services and as such, will never be a
competitor to financial advisors who refer business to us.
Effective financial advisors have built relationships over decades
and are trusted advisors to the families they serve. ITC can help
financial advisors recognize life-changing client events and capture
opportunities to acquire or retain trust business. Handled properly,
these are opportunities for advisors to add value.
Our model is straightforward
and scalable. Simply put,
Independent Trust Company of
America strives to be the best
independent provider of trust
services in the United States.
We look forward to working
with you and your clients to
provide a superior experience.
We have invested heavily in
our people and infrastructure
through the years to create
a world-class trust service
platform, no matter the
challenges.
Thanks to the support
of financial advisors in
our network, our business
is stronger than ever. As
economic challenges loom, we
believe that it's more important
than ever to align with strong
partners to strengthen your
business model and weather
the storm. Trust services,
when proactively positioned,
can help strengthen your
relationships with clients
and organically grow your
business.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
ITC's proven business model centers around delegation of
asset management as generally outlined in the Uniform Prudent
Investor Act.
We work with qualified financial advisors to preserve relationships
with trust families by helping them stay involved with their clients
as wealth passes to the next generation, assuring that investments
are in compliance with the family's trust document and meet the
beneficiary's needs.
This alignment of interests allows everyone to operate within their
scope of expertise. Financial advisors don't have to be trust pros or
carry licensing to manage a trust because we're the ones focused
on the management of the trust.
New business contacts:
Kaleb Coleman,
Business Relations Manager
Mark Mabry,
Business Development
Specialist
Phone: (855) 758-7878
Email: contact@itcoa.com
Website: www.
independenttrust.com
CONTACT
States chartered/licensed
in: South Dakota
Average account size:
$1.5 million
Total assets (AUA): $1 billion
Custodians supported:
Works with all
Number of relationships
with advisors: 3,000
Fees
Annual minimum fee: $6,000
Fee scale (delegated trust
services): Below $3 million
is 0.75%. Above $3 million
is negotiable subject to Trust
document review.
Number of in-house
experts: 20
Trust accounting system:
TNET
Supports directed trusts:
Yes
Supports delegated trusts:
Yes
STRATEGIC FEATURES
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH
CLIENTS
CREATION OF ASSET
PROTECTION TRUSTS
CONTRACT
CROSS-BORDER ESTATE
PLANNING*
GROWTH
ORGANISATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
BUSINESS
STRATEGY
CALENDAR
STRATEGY
TAKE OVER
VISION
BUSINESSMAN
IDEA
REPORT
WORKFLOW
STRATEGY
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
ACHIEVEMENT
REVENUE
VISION
DEFENSE STRATEGY
BUSINESSMAN
CAPITAL
IDEA
FINANCIAL ADVISOR
MANAGING
PROJECT
TAX
CONTRACT
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
QUALITY
TAX
INNOVATION
FINANCE
BOARD MEETING
PRODUCTIVITY
DIRECTION
GROWTH
DECISION MAKING
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
PLANNING
FINANCIAL STRATEGY
BANKRUPT
DECREASE
MONEY SEARCH
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TIME IS MONEY
ORGANISATION
REPORT ANALYSIS
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
*Case-by-case basis.
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
INNOVATION
BOARD MEETING
PRODUCTIVITY
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
47 ED I T A B L E L I N E I C O N S S E T
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INVESTMENT
ORGANISATION
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
PRESENTATION
TAKE OVER
PROBLEM SOLVING
REPORT
WORKFLOW
U.S. ESTATE AND TAX
PLANNING FOR
REVENUE
DEFENSE STRATEGY
NONRESIDENT ALIENS
DEFENSE STRATEGY
24
Typical timeframe for
acceptance of new trust:
72 hours
Marketing support
includes: Brochures, face-toface
meetings with advisors
and clients, CE credit
education programs, clientfacing
educational webinars,
and consultations with
internal trust experts
https://independenttrust.com/ http://nationaladvisorstrust.com
America's Most Advisor-Friendly Trust Companies 2024

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