Individual and Family Investing
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.