Santa Fe Financ (OTCMKTS:SFEF) is a diversified financial services company headquartered in Santa Fe, New Mexico. The firm offers a broad range of wealth management and advisory solutions to individual, institutional and family office clients. Through its broker-dealer and registered investment adviser affiliates, Santa Fe Financ delivers personalized portfolio management, retirement planning and comprehensive financial planning services tailored to client objectives and risk profiles.
In addition to traditional investment advisory, Santa Fe Financ provides insurance and risk-management products, including life, disability and long-term care coverage. The company’s insurance division works with a network of carriers to design strategies that protect client assets, mitigate estate-tax liabilities and support multigenerational wealth transfer. Alongside its insurance offerings, Santa Fe Financ administers trust and fiduciary accounts, delivering estate settlement and trustee services through its trust company subsidiary.
Santa Fe Financ serves a diverse clientele across the southwestern United States, with regional offices in New Mexico, Texas and Arizona. The company has expanded its footprint through a mix of organic growth and strategic acquisitions aimed at bolstering its advisory capabilities and broadening its product suite. Clients range from high-net-worth individuals to small- and medium-sized businesses seeking corporate retirement solutions and employee benefit plans.
Founded in the mid-1990s, Santa Fe Financ has evolved from a single-office advisor to a multi-divisional financial services organization. Its leadership team comprises seasoned executives with backgrounds in investment management, insurance underwriting and trust administration. The company’s board and senior management emphasize a client-first philosophy, investing in technology and professional development to maintain a personalized, relationship-driven approach.
AI Generated. May Contain Errors.
Free SFEF Stock Alerts