Nottingham Outsourced Partner Solutions

A highly credentialed team from Nottingham Advisors delivers a range of investment strategies to help meet your client’s unique goals. Our team takes care of the investment details — portfolio research, construction, and monitoring — so you can focus on growing your business.

Leveraging Nottingham Trust’s national trust charter and OCC-examined professionals, we integrate with your team to handle the full range of trust, administration, and custodial services. We deliver solutions designed to help preserve wealth and mitigate tax exposure so you can respond to your clients’ continuum of trust and life planning needs.

This low-cost, open architecture IRA program from BPAS makes it easy to retain IRA accounts of all sizes and scale your operations. Easy to open. No fees for transfers or realignments. And, support from a highly trained service center. We take care of the day-to-day operations, so you can take care of the client.

A national provider of retirement plans, benefit plans, fund administration, and institutional trust services, BPAS  supports 5,800 plans and more than 810,000 participants in partnership with advisors, trustees, and financial professionals. With our unique vertically integrated service model, BPAS serves as the recordkeeper, third-party administrator, clearing firm, and asset custodian. Partner with BPAS to simplify the complicated with the convenience of one company, one call.

With a credentialed team dedicated to investments, BPAS delivers comprehensive fiduciary services customized to meet your client’s unique needs. ERISA 3(38) Investment Management Services offer fiduciary protection, with the entire burden of establishing and maintaining the Plan’s investment menu delegated to BPAS; with ERISA 3(21) Investment Advisory Services, we serve as co-fiduciary and help establish and maintain the plan’s investment menu. Plus, all clients receive investment monitoring, documentation, reporting, and consultation. Whether you choose a little support or a lot, BPAS has your back.