In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in partnership with our clients’ professional advisors. 

 We rely on your investment advisor to manage your investment portfolio, so you can be assured the advisor relationship you have already built and believe in won’t change.

Our brand, “The Advisors’ Trust Company” captures and describes our unique position in the market. We use the term “advisors” to include Investment Advisors, Attorneys, CPA’s and other trusted advisors on whom you rely.

We are privileged to work alongside outstanding advisors of all types, from all over the country, and we look forward to the opportunity to work with yours in support of your trust account. If Zia Trust sounds like a good fit for your needs, please contact us today.

Investment Management

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Professional Services

Zia Trust, Inc.

Paul Reardon

Teresa Demenge

Lou Wagner

This department is responsible for managing and overseeing trust accounts and related fiduciary services.

Trust Services

This department oversees marketing strategies and financial management to drive organizational growth.

Zia Trust, Inc.

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Trust Services

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Offices

Zia Trust, Inc.

Org chart

Teams

Trust Services

Marketing and Finance

Offices

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