First Santa Fe Advisors, LLC, an investment advisory firm registered with the United States Securities and Exchange Commission, provides investment advisory services to institutions, individuals and families.
At First Santa Fe Advisors, we construct diversified, multi-manager, multi-asset class investment portfolios that reflect each client's unique circumstances, objectives, and risk profile. The core of our approach to asset management is our proprietary process for identifying investment talent. Our experienced team works closely with each client to build a tailored plan and to then construct a portfolio that is designed to achieve the client's goals. We understand that strong client partnerships require not only solid investment performance, but also consolidated reporting and outstanding communication and service.
Main Office on the Plaza
62 Lincoln Avenue
More information and resources are available at our First Santa Fe Advisor site, click here.