Century Trust and Asset Management, 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
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.
Our Century Trust team brings to our clients a long tradition of strength and stability to guide you through today’s challenging financial environment.
|Bernadette Rodriguez||SVP Trust Manager||505.995.1229|
|Alan Snow, CSOP||VP Trust Operations Manager||505.995.1210|
|Tricia Gunter,CFP®||AVP Trust Investment Officer||505.995.1209|
|Caroline Adams, CSOP||AVP Trust Operations Officer||505.995.1274|
For more information on Century Bank Trust Services, please call us at (505) 995-1274 or email us.
Investment products purchased or sold through Century Trust and Asset Management Division are not deposit accounts, are not endorsed by or insured by the FDIC, are not obligations of the Bank, are not guaranteed by the bank or any other entity, involve investment risk, and may lose value.