Upcoming Events

8:15 am, August 22, 2025Financial Planning Meeting – August 2025»

Educational seminar focusing on financial planning topics such as estate planning, tax information, charitable goals, risk management, etc.  We welcome interactive questions and discussion. To attend in person or remotely,…

8:15 am, September 26, 2025Investment Strategy Meeting – September 2025»

Informative seminar where we discuss recent market activity, dive into particular investment themes, and offer a first-hand look into our portfolio management process. We welcome questions and discussion.  To attend…

8:15 am, October 17, 2025Investment Strategy Meeting – October 2025»

Informative seminar where we discuss recent market activity, dive into particular investment themes, and offer a first-hand look into our portfolio management process. We welcome questions and discussion.  To attend…

8:15 am, November 21, 2025Financial Planning Meeting – November 2025»

Educational seminar focusing on financial planning topics such as estate planning, tax information, charitable goals, risk management, etc.  We welcome interactive questions and discussion. To attend in person or remotely,…

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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