Investment and Advisory Services Santa Fe investment management

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.

More

asset management

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.

More

Welcome to First Santa Fe Advisors' new website.

First Santa Fe Advisors 62 Lincoln Avenue Santa Fe, NM 87501 505-992-2426