Strategic Alliance Relationships
Below is a partial list of organizations that have agreed to refer to and approve relationships with Santa Fe Trust. This list is expanding quickly so if you do not find the party you are looking for, contact us to see if we have a relationship with them:
- Charles Schwab Institutional (Custody and Clearing for RIA’s)
- Fidelity Registered Investment Advisor Group (Custody and Clearing for RIA’s)
- First Trust Corp./DATAlynx (a division of Fiserv, Inc.) (Custody & Back Office)
- First Financial Planners, Inc. (Independent Broker/Dealer)
- Shareholder Services Group (Custody & Clearing)
- Legacy Marketing Group (Insurance Marketing)
- Buckingham Asset Management (RIA for CPAs)
- WealthNet Charitable Services (Charitable Trust Administration)
- Cambridge Investment Research (Independent Broker/Dealer)
- Multi-Financial Securities Corp. (Independent Broker/Dealer)
- Securities Service Network (Independent Broker/Dealer)
- Linsco Private Ledger (Independent Broker/Dealer)
- Mutual Service Corp. (Independent Broker/Dealer)
- Commonwealth Financial Network (Independent Broker/Dealer)
- Matrix Asset Allocation (Investment Management)
- Sterling Trust Company (IRA & EB Administration for Financial Advisors)
- The Estate Plan (Trust document drafting service for Attorneys)
- Coordinated Capital Securities (Independent Broker/Dealer)
- Matrix Settlement & Clearing (Custody & Clearing Services for Financial Advisors)
- InterSecurities (Independent Broker/Dealer)
- Jefferson Pilot Securities (Independent Broker/Dealer)
- New Investor World (Wholesale Broker/Dealer)
- E-Trusts Network (Online Trust Doc Support)
- INVEST Financial Corp. (Independent Broker/Dealer)
- National Planning Corp. (Independent Broker/Dealer)
- Financial Network Investment Corp. (Independent Broker/Dealer)