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Nottingham Partner Solutions

Nottingham Partner Solutions is a service of Community Bank Wealth Management, leveraging the capabilities of sister organizations Nottingham Trust, Nottingham Advisors, and BPAS to deliver turnkey services to help better position, enhance, diversify and scale your wealth management business.

Outsource & Grow Your Business

  • Increase value to your clients with new or expanded services
  • Gain new revenue opportunities while avoiding the overhead costs of hiring in-house
  • Partner with highly experienced, credentialed, and accessible professionals
  • Reduce risk and liability with a dedicated partner
  • Customize a partnership that complements your practice and prioritizes your brand

SERVICES

Chief Investment Officer

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.

Trust Services

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.

Roadways Express IRA

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.

Workplace Retirement Plans

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.

Fiduciary Services

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.

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Nicole Hendrix

Director of Institutional and Advisor Solutions