Heritage Trust Company of New Mexico

To download our Professionals brochure, click here (618 KB PDF).

Families and businesses depend upon you — a Trusted Advisor — to provide solid advice about investment matters. But from time to time, you may find that your client’s needs go beyond your scope of services. When they do, turn to a name you can trust − Heritage Trust Company of New Mexico. Our services compliment yours − you retain investment authority, we provide unparalleled support.

Our Unique Business Model

We have spent the past sixteen years developing a unique business model that reflects our independent spirit. We do not subscribe to the traditional bank model of a corporate trustee. Rather we work with Grantors and Beneficiaries, and their trusted advisors, to provide personalized service and support that truly reflects the wishes and interests of all the parties.

We understand the evolving nature of the trust business and the increasing sophistication of many Grantors and Beneficiaries. We know that the future requires an approach that includes the role of an administrative trustee, where the investment management function is delegated to a third party either at the direction of the Grantors or Beneficiaries or pursuant to the discretion of the Trustee.

We can unbundle trust administration services from investment management services. We provide the fiduciary administrative support allowing you - the independent investment advisor - the latitude to work with Grantors and Beneficiaries to choose the best investment model, strategy and portfolio. Independent investment advisors referring business can continue to be the lead contact for the relationship, while utilizing HTrust’s back-office and administrative support. HTrust monitors the performance of the trust over time, working with Grantors, Beneficiaries and you - their trusted advisor - to make sure that the performance in the account meets and exceeds applicable indices.

Our Custodians

Independent investment advisors choose to work with HTrust because of our ability to custody assets at a wide range of custodians and our commitment and investment in the latest technology. We currently custody accounts at Charles Schwab & Co., Inc, Fidelity, Morgan Stanley-Smith Barney, Raymond James, and TD Ameritrade. In addition, we are willing to hold Alternative Investments, including limited liability companies, limited partnerships, real estate, mineral interests, and collectables, that can be properly valued.

Our Commitment to Service

Our highly experienced and knowledgeable team of professionals has earned the confidence of investment advisors, allowing us to grow and service clients located throughout the United States. We take great pride in our ability to provide the administrative support you need in order to insure your clients have the best service possible. While we are a small independent trust company we are eager to work with you to serve your clients.

If your client’s assets are custodied at Charles Schwab & Co. we can provide a direct link to your accounts by clicking on the Your Schwab Account link. More importantly, our trust accounting system talks directly to SchwabLink so we can be very competitive in offering your clients personalized trust services. We expect to have similar electronic data bridges with other custodians in the near future. In the meantime, we are capable of handling any accounting and administrative matters in a timely and organized fashion.

We believe you and your clients will be well served by considering a partnership with HTrust.

HTrust was named as an Advisor Friendly Trust Company in the November 2005 issue of Wealth Manager.