An established team. A real charter.
Plenty of companies will hold your retirement money. Here's what makes Asset Trust different, and why people trust us with theirs.
What “chartered” means for you.
Asset Trust is applying to be a New Mexico–chartered trust company. That means a state regulator — the Financial Institutions Division — reviews and oversees how we operate.
State chartered & overseen
We answer to the New Mexico Financial Institutions Division, not just to ourselves.
Custodian of record
Asset Trust itself holds your account. We are not a middleman renting another bank's charter.
An established team. A real charter. Your money, never at risk with us.
- 50years
- of self-directed IRA experience
- 10,000+
- IRAs handled by our founders
- 0%
- taken from your savings, ever
A New Mexico–chartered trust company, regulated by the state's Financial Institutions Division.
The custodian of record, not a middleman
Some companies are really just administrators using another bank to hold your money. Asset Trust is the actual trust company that holds your account.
A safe, passive custodian
We follow your written directions. We don't invest your money, take risks with it, or make decisions for you. Your choices stay yours.
A team you can actually talk to.
The same people who built decades of self-directed IRA experience are the ones answering the phone.
Terry White
Chief Executive Officer
Terry has spent his career in New Mexico financial services, building trusted self-directed IRA custody the safe, simple way.
Troy White
President
Troy leads day-to-day operations and has deep, hands-on experience running self-directed IRA accounts.
Cindy Archuleta
Chief Operating Officer
Cindy makes sure every account is handled carefully, accurately, and on time.
Get on the list.
We're opening soon. Get on the list and we'll let you know the moment you can open an account.