Trust Company Overview
As a corporate trustee it is our duty to be objective and free up families from the burden and conflicts that arise in managing family estate and financial matters.
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Independent:
Zia Trust is an independent corporate trustee dedicated fully to serving you and your family. We are not affiliated with a bank or other financial institution – this allows us to have a single minded focus and expertise.
Capable:
Zia Trust is a leading independent trust company - large enough to serve you with competent dedicated people, yet not so large that we lose personal attention to your needs. We are accessible. All management and trust decisions are made locally without any time delaying bureaucracy. We have experienced steady growth as an Independent Trust Company. We are here to stay and here to serve you.
Collaborative:
We work with numerous Investment Advisors all over the United States, a great number of Estate Planning Attorneys, many CPA’s and numerous other professionals of your choice. We honor and protect the relationship you have with your trusted advisors and work alongside them to provide quality trustee services.
Our Only business:
We are focused entirely on serving as trustee of your trust or custodian of your IRA. We do not cross-sell anything, and we are not obligated to such things as propriety bank investments or mutual funds, or in house Investment Advisors.
Our Mission:
At Zia Trust, our calling is to:
- Deliver “Great Service” and value for our clients
- Build our reputation on integrity, competence, and trustworthiness
- Be a great place to work