May 19, 2023, 8:15 am
Once a month, we invite colleagues, clients, and friends to our market strategy meeting where we review recent market activity, dive into particular investment themes, and offer a first-hand look…
Each client's situation requires careful discussion to ensure that we understand their goals and objectives. Our planning process begins with a comprehensive review of each client's financial situation, including assets and liabilities, cash flow needs, and retirement considerations.
Institutions often have corporate governance and fiduciary obligations, generally make decisions by committee, and have more formal investment selection and review processes than individuals. Santa Fe Advisors' work with institutions is designed to address their particular needs.
Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.
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