FIM Group Partners with National Advisors Trust

FIM Group Staff
By: FIM Group Staff

FIM Group Partners with National Advisors Trust Company

to Provide Integrated Trust Services

Introducing FIM Group Private Trust

Onalaska, WI (July 9, 2018)– Financial & Investment Management Group (FIM Group) announced the launch of FIM Group Private Trust, the company’s new private labeled trust services delivered and administered by National Advisors Trust Company (NATC).

The new private labeled trust services are a feature of NATC’s exclusive Trust Representative Office (TRO) program which FIM Group is implementing to further bolster their investment management and financial planning services. The program also provides trust education and extensive support.

“FIM Group Private Trust’s services are a strong complement to FIM Group’s comprehensive wealth management and our fee-only, client-centric approach to being a trusted family advisor,” said Jeff Lokken, Wealth Manager for FIM Group and head of the Wisconsin office. “Our families now have access to integrated trust services, which will help strengthen their legacies and better preserve their wealth transfer strategies.” 

FIM Group chose to implement the program because it synergizes with the company’s business model and core strengths. Lokken continued, “The TRO program reinforces and builds upon the great benefits and support we’ve offered our clients for over thirty years. Trust services are tightly integrated and highly personalized to meet our clients’ needs. The program also includes accredited continuing education opportunities for our advisors and the local estate planning professionals that our clients trust. It’s a great fit and an excellent value-add for our firm and, most importantly, our clients.”

FIM Group Private Trust’s corporate directed trustee model supports the wealth management model of FIM Group, allowing FIM Group to be named in its clients’ trust documents as the investment advisor so they can continue acting as a fiduciary responsible for portfolio management. “We are committed to trust services as part of our wealth management. Trusts deepen relationships and help further strengthen the lifelong bonds we build with our client families,” stated Lokken.

NATC is dedicated exclusively to serving as an integrated complement to wealth management firms, providing trust services that help bring advisors closer to their clients.

According to Jim Combs, CEO of NATC, “It’s a privilege to be working with a wealth management firm like FIM Group that is devoted to serving clients above all else. By always putting their clients’ needs first, FIM Group has built trusted relationships with loyal clients who choose their firm because of their commitment to helping every client attain their personal goals. With the addition of NATC’s trust solutions, FIM Group has a strong differentiation that will enhance and solidify their reputation as objective and trusted family advisors who are absolutely dedicated to their clients’ best interests.” 

About Financial & Investment Management Group

FIM Group has served clients as a global investment manager and financial planner since 1984. We believe in long-term investing that adopts a disciplined investment process, and we emphasize protecting and sustaining our clients' wealth every bit as much as growing their assets. As trusted family advisors, we serve as a fee-only manager, an important distinction that ensures we are totally objective. We believe being a fee-only manager offers investors peace of mind that all decisions and actions have the sole intention of being in our clients' best interests. 

FIM Group Private Trust, a Trust Representative Office of National Advisors Trust Company, is an expansion of the holistic planning and investment management FIM Group has offered for over thirty years. Providing trust solutions for clients whose financial, family, or business needs require the services of a professional fiduciary, FIM Group Private Trust couples the globally diversified, value-based wealth management of FIM Group with the exceptional service of a nationally chartered trust company. More information is available at

About National Advisors

National Advisors is a family of companies providing expert nationwide trust, custody, and concierge services to trusted advisors and the families they serve. National Advisors is comprised of the following entities: National Advisors Trust Company; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and National Advisors Holdings, Inc. Enriching Lifelong Relationships unites and unifies the professional staff of National Advisors. We embrace our clients with this common purpose, delivering a seamless, consistent experience across our family of companies. More information is available at,,

For more information contact:

FIM Group Private Trust
Lucas Schwaller, CTFA, CES

National Advisors Trust Company
Corrine Smith


444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433


111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999


1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304

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