santafeSanta Fe Capital Management is the area’s sole fee only investment firm. I have more then 35 years of experience and appreciate the opportunity to introduce my firm and services. Visiting my website is an important first step toward managing your wealth wisely.

I am happy to work with any U.S. citizen whether located here or abroad. Although, we love face-to-face meetings with our clients, we are happy to work solely by phone. If you are interested in fee-only investing then give us at call at 505-820-1177 to schedule an initial consultation.

What does fee only mean for you?

  1. I receive no commissions. I am responsible only to you.
  2. I work with your tax and legal advisors as needed to insure all your bases are covered.
  3. Defining your wealth management goals by yourself can be challenging. I help you make a plan that addresses your goals.
  4. Quarterly Reviews
  5. Investment Management
  6. Economic Analysis