Trust Services

Raskob Kambourian Financial Advisors proudly offers Trust and Custodial Services from National Advisors Trust Co  – the largest independent federally-chartered trust entity with assets over $8 billion. National Advisors Trust Co was founded by over 100 of America's top financial advisory firms, including RKFA, for the exclusive benefit of our clients. National Advisors Trust Co is chartered by the Office of the Comptroller of the Currency (OCC), authorized to administer trusts in all 50 states, and is a member of the FDIC.

Raskob Kambourian Financial Advisors, Ltd is a Tucson, Arizona owned and managed Registered Investment Advisor (RIA) and a Trust Representative Office of National Advisors Trust Co. This means that RKFA is able to provide trust solutions for clients whose financial, family, or business needs require the services of a professional fiduciary.

Working together with National Advisors Trust Co and Estate Planning professionals, RKFA builds a strong foundation for each client by providing a solid trustee and investment management solution. This helps each client to protect his/her wealth and remain confident about the future of their estate. . . .
Another part of the RKFA "team approach" to life planning.

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BENEFITS:

• Expertise – RKFA and National Advisors Trust Co are respected for their comprehensive talent and service
• Cost Effective – trusts services provided under a competitive fee structure
• Flexible – You may opt to work with co-trustees to achieve the objectives of the trust / beneficiaries
• Local Support / National Coverage – face-to-face interaction with national peace-of-mind

TRUST SERVICES: Revocable Trusts Charitable Trusts Irrevocable Life Insurance Trusts Agent for Trustees
  Special Needs Trusts Irrevocable Trusts Institutional Trusts  
         
CUSTODIAL SERVICES Securities Safekeeping Payment of Funds when directed    
  Settlement of Securities Trades Income Collection from Securities    
  Timey Statement Delivery Custody for Alternative Investments    

 

Tucson Estate Planning and Trust Services
Raskob Kambourian Financial Advisors, LTD.
4100 N. 1st Avenue
Tucson, AZ 85719
520-690-1999