Our Company

Our Company

Sunwest Trust, Inc. Serves Clients Nationwide

For effective self directed IRA services and reliable escrow services, more people are choosing Sunwest Trust, Inc., over any other financial services firm. We are the only firm in New Mexico that works literally with our clients every step of the way and one of few companies that can act as an escrow agent and an IRA custodian for an Individual Retirement Account. When you need a dedicated team of professionals that will listen and respond to your needs, trust Sunwest Trust, Inc., to show you what we can do for you today.

The IRA and Escrow Solutions You Need

Headquartered in Albuquerque, New Mexico, and serving the local and regional communities, Sunwest Trust, Inc. was founded on the principle of offering our clients real-world solutions to all of their self directed IRA and escrow management needs. We began as a small escrow company and grew our business the old-fashioned way; through hard work, honesty and fair business practices. Throughout the course of our many successful years of service, we listened to our clients and learned from them what it is exactly what they want. Today, we use this knowledge to serve our clients in both the self directed IRA and escrow service industry the best way we know how and that is to exceed every expectation of what a company should be.

Our Company Story

We began as a small escrow company called First Financial and we quickly gained a reputation for being honest, hardworking and fair. In our initial ten years of business, we grew by accepting new accounts and purchasing small escrow companies in and around the Albuquerque area. It wasn’t until 1997, when we purchased all of the escrow accounts from Sunwest Bank, that we changed our name to Sunwest Escrow, LC as a result of this merger. We took our success a step further and formed Sunwest Trust, Inc. in 2003 and shortly thereafter received our trust powers from the State of New Mexico Financial Institutions Division. This made us the only company in New Mexico with the ability to act as both an escrow agent, and as an IRA custodian for Individual Retirement Accounts. The rest is history. Sunwest Trust, Inc., still provides world-class service and support to every one of our valued clients. Interested in opening a self directed IRA, we can help?

Terry White, CEO of Sunwest Trust, Inc.:

“Sunwest is one of a few companies in the entire country that will act as custodian for a completely self-directed IRA and the only one that I am aware of that will also escrow for owner financing. Over the years, we have also taken on special projects, such as acting as escrow agent for the State of New Mexico for the Indian Gaming Compacts, acting as escrow agent for software bid packages for State Highway Department projects and small stock offerings. I hope this short history of Sunwest Trust, Inc. gives some sense of where we came from and where we are going as a company.”

Terry White’s Speaks About IRA Investment Options

In December 2003, Sunwest Trust received its trust powers from the State of New Mexico Financial Institutions Division and became the only company in New Mexico with the ability to act as both an escrow agent and a custodian for Individual Retirement Accounts.

Our Business Philosophy

Our team of experienced professionals strives to provide a higher level of service and support that our clients can’t get anywhere else. Our reputation speaks for itself; we offer the best value combined with the support of our creative minds to create IRA solutions that are designed to suit your needs. Our trust division specializes in Self Directed IRAs, which allow a client to invest his or her IRA in anything that the IRS will allow including:

  • Real Estate
  • Real Estate Contracts
  • Mortgages
  • Limited Liability Companies
  • Private Stock

Is there anything else you would like to know? Learn more about Sunwest Trust, Inc., and what we can do for your self directed IRA. Contact us today and allow one of our friendly, knowledgeable representatives assist you and answer any questions you might have.