Santa Fe Advisors, LLC

Investment advisor for individuals and institutions

Prior Events

Educational Seminar for Charitable Organizations and their Advisorsenlarge

Educational Seminar for Charitable Organizations and their Advisors

February 16, 2017

Santa Fe Advisors and the Santa Fe Community College hosted an educational seminar for charitable entities and their advisors.  Grace Allison of UNM Law School, Amy Grossman from  Fidelity, and SFA’s Kristina Alley spoke about the importance of compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA), the charitable donation of complex assets, and institutional investment best practices. 

 

 

2016 Investor Roundtableenlarge

2016 Investor Roundtable

September 22, 2016

The Santa Fe Advisors Investor Roundtable event featured a discussion of 2016 market developments by David Marion, CFA (SFA) as well as an introduction to SRI (Socially Responsible Investing) by Molly Ono (Impax Asset Management) and a review of our new long-term planning tool by David Kantor (SFA). The event was well attended by current clients, colleagues, and friends.

2014 Investor Roundtableenlarge

2014 Investor Roundtable

October 2, 2014

The Santa Fe Advisors Investor Roundtable event featured three guest speakers: Jim Fellows (THL Credit), Tom Russo (Gardner Russo & Gardner), and Todd Thompson (Reams Asset Management). The event was well attended by current clients, colleagues, and friends.

Grand Opening Eventenlarge

Grand Opening Event

May 16, 2014

We invited clients, colleagues, friends and other professionals to an open house to welcome them to our offices. We are honored for the tremendous support that they gave us at the launch of Santa Fe Advisors.