Our nationwide 1031 Exchange, trust, agency, and custody account administrators include some of the most knowledgeable and experienced professionals in the industry today.
Our nationwide1031 Exchange, trust, agency and custody account administrators include some of the most knowledgeable and experienced professionals in the industry today. We are always available–day or night–to answer your 1031 Tax Deferred Exchange, Self-Directed IRA, Self-Directed Individual 401 (k) Plan, Specialty Holding Escrow, Title Holding Trust (Land Trust) and Custody Service questions no matter how technical or complex they may be.
We speak English, Spanish and Arabic. You can reach our Administrators by calling toll free (866) 393-8377.
Custody Services Group
Trust Services Group
Marketing Services Group
Executive Leadership Group
Chief Executive Officer, Chief Trust Officer, Chief Financial Officer, and Treasurer
President and Chief Operating Officer
Sharon R. Robertson, CPA
Senior Vice President and Chief Financial Officer
Phuong Thanh Tran
Executive Assistant to the CEO
Visit Exeter News Wire for new national branch office announcements coming soon.
State of Washington Required Notice:
Washington State Law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or hold all client funds in a Qualified Escrow Account or Qualified Trust Account.
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