Heritage Trust Company of New Mexico

To download our Professionals brochure, click here (164KB 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.

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

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.