America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 27
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
New business contacts:
INDEPENDENT
TRUST
COMPANY
Kaleb Coleman,
Business Development
Robert Armstrong
President
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.
ITC (Independent Trust Company)
PO Box 3270, Rapid City, SD 57709
Mark Mabry,
Business Development
Phone: (855) 758-7878
www.independenttrust.com
Email: contact@itcoa.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.
Website: www.independenttrust.com
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.
Average account size:
$1.5 million
ITC’s proven business model centers around delegation of asset
management as generally outlined in the Uniform Prudent Investor
Act. The Uniform Prudent Investor Act establishes standards for
prudent trust investment.
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.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SPECIAL NEEDS TRUST
FORMATION
CROSS-BORDER ESTATE
PLANNING*
ESTATE PLANNING FOR
BLENDED FAMILIES
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
SUSTAINABLE ESTATE
PLANNING
FOUNDATIONAL ESTATE
PLANNING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
*Case-by-case basis.
27
CONTACT
States chartered/licensed
in: South Dakota
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
Typical timeframe for acceptance of new trust: 72
hours
Marketing support includes: Brochures, face-toface meetings with advisors
and clients, CE credit education programs, client-facing
educational webinars, and
consultations with internal
trust experts
