Summary: Sunwest Trust, Inc. is known for its services in the
Escrow and the Self Directed IRA market. Under the supervision of
Chief Executive Officer, Terry White, Sunwest Trust has hit the market
with a new record, breaking its own previous record, which was set
previously in better economical conditions.
ALBUQUERQUE, N.M.--(Business Wire)--
Sunwest Trust, Inc. (the "Company"), the only New Mexico company
acting as an escrow agent and IRA custodian, has achieved a new record
by opening up new accounts. July is the eventful month that ended with
the hiring of new people to serve better.
Sunwest Trust offers a wide range of retirement and self directed
plans such as Roth IRAs, Spousal and Traditional IRAs, SEPs, and
SIMPLEs. It offers direct investment within the retirement accounts
and allows their clients to invest in a number of things, including,
but not limited to sales and purchase of real estate, mortgages,
publicly traded stocks, bonds, private limited liability companies,
mutual funds, secured and unsecured notes and more. Credited to this
diverse range of plans and options, the Company witnessed an
unprecedented rise in demand to open up new accounts, leading the
Company to set a new record in July for newly opened accounts.
Following this record breaking performance, the Company announces
the induction of three new employees. Casey Love, Natalie Rodriguez
and Sandra McBride are going to contribute in different departments.
Casey Love, a bachelor's degree holder in Secondary Education with a
minor in English from the University of New Mexico will work in the
IRA Department. Natalie Rodriguez, a California native, brings nine
years experience in the escrow and title businesses. Sandra McBride is
the third addition who will be handling the Customer Service
Department. In addition to her job as Customer Service Representative,
she is attending school part time to obtain a bachelor's degree in
Business.
With the recent upsurge, Sunwest Trust now services over $900
million in assets and provides services to over 14,000 individuals and
companies. The company management has expressed the hope that the
trend will continue in coming months as well.
"We are happy with our progress and we are excited about the
growth during a cooler economy and during an election year. I expect
to continue to see increased growth over the coming months and years
as more boomers and investors get closer to retirement, look to truly
diversify, and shift a portion of their funds out of the market and
into the local real estate market," Terry White, CEO Sunwest Trust,
says with confidence.
The statement of Terry White attests the fact that the Company is
relying upon boomers which actually are more than 75 million in U.S.
As boomers get closer to retirement, they look for alternatives to
invest their money in order to have a secure future. By counting on
this fact, management is pretty hopeful that the trend of increased
demand, with boomers investing more, will continue in coming months
and years.
About Sunwest Trust, Inc.:
Sunwest Trust is a New Mexico based company, which acts as
custodian for self directed IRA accounts and as an escrow agent. It
offers a range of retirement accounts and a multitude of escrow
services along with dealings in private mortgages, real estate
contracts and other notes. To acquire more information about the
Company, visit http://www.sunwesttrust.com/.
Sunwest Trust, Inc.
Terry White, 505-237-2225
Toll Free: 1-800-642-7167
Fax: 505-275-1554,
tlw@sunwesttrust.com
www.SunwestTrust.com
Copyright Business Wire 2008
