Financial Advisors
Santa Fe Trust was established to give trust independence to its Trust Clients. Financial Advisors find Santa Fe to be a responsible option for their clients
who need trust services. The Santa Fe model allows referring, qualified Financial Advisors to continue to act as investment advisors to their referred client’s
trust accounts with Santa Fe.
The Santa Fe Trust model of unbundling trust services from investment services has resulted in choices to Trust Clients and Beneficiaries that allow flexibility
in trust type, trust asset type and trust investment strategies. Many Financial Advisors find this type of flexibility important as they seek to optimize
their client’s financial choices.