Working With
Individuals & Families
First Santa Fe Advisors was founded by financial professionals who truly understand the challenges that wealth creates. We work closely with our clients to provide thoughtful, personalized planning and investment advice. Our objective recommendations reflect the trust implicit in a successful long-term relationship.
We employ a proprietary investment process to construct diversified multi-manager investment portfolios for our clients.
Our portfolio construction process focuses on two key elements of risk: drawdown and volatility.
We are dedicated to outstanding client service and performance based reporting.
Working With
Institutions
The professionals at First Santa Fe Advisors have extensive experience in managing institutional investment portfolios. We guide our clients on investment policy, governance, best practices and the fiduciary roles and responsibilities of the trustees, board members and management.