The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Independent Trust Company
Independent Trust Company (ITC), a South Dakota-chartered trust company, has opened a new office located at 4901 Morena Blvd, San Diego to expand its market in California. The office will be led by Tracy Zepeda, who has been appointed market leader for California, as part of ITC's regional expansion strategy.

The new office reflects ITC's investment in regional accessibility and advisor support in one of the nation's most active wealth management and estate planning markets. From San Diego, ITC will serve advisors and trust families across California, strengthening its relationships with advisors and families seeking conflict-free trust administration. It will also serve estate planning attorneys, registered investment advisors, multi-family offices, and high net worth families seeking flexible trust solutions and long-term fiduciary support. ITC supports trust administration, advanced estate planning structures, unique and complex assets administration, and advisor-managed investment portfolios for trust families nationwide, through its South Dakota trust platform. 

Joining Zepeda in California is ITC's president, Robert Armstrong an industry veteran in the California financial services community, who oversees the firm's strategy, marketing, national sales, and corporate initiatives.

"California represents a critical market for advisors and families navigating increasingly complex planning needs," said Armstrong. "Launching a dedicated California presence allows us to better support professionals across the state. Tracy brings the experience and leadership needed to build strong relationships and execute thoughtfully in this market."

Zepeda will lead statewide business development, advisor engagement, and partnerships. With more than 25 years of executive leadership experience, she is known for her solutions-driven approach and ability to build long-standing relationships with advisors, attorneys, and fiduciaries.

"Establishing a California presence is an important step for ITC," said Zepeda. "With the support of ITC's senior leadership, I look forward to working closely with advisors and institutions across the state to deliver ITC's conflict-free trust solutions and responsive service model."