Century Trust, a division of Century Bank, provides customized Personal Trust, and Investment Management services with a commitment to its clients to provide excellent personalized service.
We also provide services to foundations, institutions, and government entities. All of our clients are served by a team of experienced trust and investment professionals whose personal touch offers a level of sophistication when managing your financial needs. Our highest priority is to give each client personalized attention. In addition to our own expertise, we utilize the advice of outside resources to give our clients benefits offered by a larger bank, yet all decisions are made locally in Santa Fe.
Services We Provide
- Investment Management
- Trust and Estate Administration
- Philanthropic Services
- Retirement Services
- Custody Services
Century Trust’s qualified and experienced staff offers comprehensive professional supervision of invested assets for individuals, families, businesses and foundations. Investment portfolios are managed individually to meet the needs of each client. With Century Trust managing your portfolio, you can be assured that prudent, long term asset management will be provided.
We begin with an analysis of the client’s full financial picture. An investment strategy is built to meet the short and long-term financial goals of each client. Stocks, bonds, mutual funds and cash equivalents are selected to attain these goals.
Trusts provide many benefits. They are flexible, avoid probate and may create tax savings. Our services provide professional management of family wealth during your lifetime, to meet the future needs of loved ones or to fulfill charitable giving goals. One of our trust officers will explain the various types of trusts and work closely with you and your professional advisors throughout your estate planning process.
When Century Trust is appointed as trustee, we act in accordance with the express wishes of the individual who established the trust. Our duties will be carried out in a timely and confidential manner.
The responsibilities associated with acting as personal representative can be difficult for almost any individual. It can be confusing, complicated, time consuming, and it can create family discord. An institution with experience in administering estates can be a valuable resource for your family at a difficult time. If named as your personal representative, Century Bank becomes responsible for performing all the duties associated with administering the estate. Our trust professionals work closely with family members in a sensitive and compassionate manner.
Successful individuals are in a position to expand their reach into the community by supporting charitable, educational or other nonprofit organizations. Our trust and investment professionals have broad experience in charitable services by either having served on charitable boards or as managers of charitable investment accounts. Century Trust can also advise nonprofit board members on planned giving strategies, investments and compliance matters.
Retirement accounts can be complicated. Our staff is trained in the technical aspects of Individual Retirement Accounts. You can either direct the investment management yourself, or Century Trust can provide those services for you. For 401K and corporate pension plans, Century Trust will provide investment management or custody of the assets, and work with your outside plan administrator to ensure compliance with current laws.
Century Trust can safe keep assets and investments that you direct yourself, and provide record-keeping for those assets. Included in this service is the collection of dividends, interest, rents and other income. We can distribute income and pay bills if needed. Securities deadlines are monitored and tax information is provided.
With over a century of combined experience, our Century Trust team brings to our clients a long tradition of strength and stability to guide you through today’s challenging financial environment.
Alan Snow CSOP - Trust Operations Manager
Bernadette Rodriquez - Trust Officer
Annette Martinez - Trust Operations Officer
Caroline Adams - Trust Operations Officer
Monica Ortega - Trust Operations Specialist
For more information on Century Bank Trust Services, please call us at (505) 995-1263 or email us through our secure guest book.
Investment and Insurance products:
Are NOT insured by the FDIC or any other federal government agency
Are NOT deposits of or guaranteed by a bank or any bank affiliate
May lose value