A financial advisor is someone who helps you invest. Generally that person is licensed and affiliated with a broker/dealer who has access to the major stock exchanges. Many of our clients have worked with a particular financial advisor for several years and have pursued a formal investment plan. When there has been success in this relationship, often the trust client will want the financial advisor to continue his efforts when assets are placed in trust. Santa Fe Trust works with qualified financial advisors, often appointing them to manage the trust assets of the client of the trust. This can assure continuity of long term investment plans and strategies that have yielded success in the past.
To discuss the ways we can work with your financial advisor, Contact Us.