Financial Advisor Services & Relationships
Why Do Financial Advisors Prefer Santa Fe Trust?
Santa Fe Trust does not offer investment management services. Therefore, we do not compete with financial advisors or
investment managers. SFT complements their work by providing fiduciary support, including trust administration and record
keeping. Our rapid growth is the result of working closely with financial advisors and their trust clients.
Santa Fe Trust's Self-directed Trust empowers financial advisors by giving their trust clients the option to diversify
the investment portfolio by funding a trust with SFT using assets the financial advisor is currently managing without
fear of losing asset management business to a competing corporate trustee.
SFT shows financial advisors how to use and promote trusts to solve their client’s unique financial, tax and estate
planning needs.
Our highly experienced and knowledgeable trust administration teams have earned the confidence of the financial advisors
with whom we deal, resulting in satisfied trust clients for both the advisor and SFT.