Santa Fe Capital Management, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Santa Fe, NM.

<body> Santa Fe Capital Management, LLC, Santa Fe,NM<p> Santa Fe Capital Management is a fee-only investment firm that utilizes a personalized approach to investing. We specialize in planning, organizing, and monitoring conservative to moderate portfolios, for people looking to make long-term decisions about their wealth, retirement, estate planning and growth. Principal Sam DeLuca was noted as one of the most dependable asset managers in the southwest by Forbes Magazine (December issue, 2007). Sam emphasizes the importance of getting to know clients on an individual basis and has implemented specific steps to determine and set into action his clients goals. He attributes his success to a simple theory: “We don’t outsource decision making and we don’t rely on canned answers.” We know financial planning is a collaborative venture that requires open communication. Good financial planning leads the way to investments that meet our client’s individual needs. We do not recommend, nor build high-risk portfolios. Our portfolio’s risk profiles will be centered left and right of the risk one would take investing in the S&P 500. We believe diversification to be the key to our investments; we simply don’t put all the eggs in one basket regardless how good that basket looks. Clientele Our clients have a vision of what they hope to achieve in life. They are successful in their careers and therefore expect success from those around them. Our clients do not have time to manage the daily details of their finances, but have clear ideas of how that management should be conducted. They intelligently seek and accept advice, ask questions, listen and make suggestions. Santa Fe Capital Management aims to assist our clients in attaining capital preservation, financial growth, and a prosperous future. Fees and Requirements Santa Fe Capital Management accepts no commissions on stock trades nor compensation from any institution that handles our business. Our only income is generated from the fees paid by our clients. We do require a minimum of $500,000 in investable assets At Santa Fe Capital Management we offer a multitude of wealth management tools. Every client brings a unique situation – whether establishing current or future income requirements, or managing portfolio risk, at SFCM we have the tools to assist every client reach their goals. We provide (but are not limited to): Planning – We help you develop a life plan that encompasses your business and family goals. • Life plans that encompasses your business and family goals • Estate planning • Legacy planning • Pre and post divorce planning • Generational wealth transfers • Network of Tax and legal experts Investing – SFCM offers a broad range of investment alternatives and services. • Quarterly portfolio reviews • Online reporting and data access • Cash flow analysis and short term cash management • Tax efficient investing advice • Automated cash sweeps • Domestic and global diversification • Guidance in socially conscience investing • Clear simplified reporting of portfolio performance, with no unnecessary jargon • General cash management services such as checking, direct deposit, and online money transfers • For qualified investors we can offer separately managed accounts, private equity, private foundations and trusts. Education – We believe education to be essential in making sound decisions about your wealth. • We always provide financial education where required or requested, using plain English • We offer in-house talks, seminars, and client one-on-one discussion of investment terms, strategies and the economy • Quarterly newsletter Sabato (Sam) DeLuca is founder of Santa Fe Capital Management. Schooled at Fordham with a Bachelors degree in Finance and Accounting, he is a certified Financial Planner (CFP) with more than 35 years experience in the financial industry. Sam began his career with a Manhattan CPA firm and although trained in accounting and finance, he wanted to be a part of the growth of a company. Moving from Manhattan to Syracuse, he went to work for a small cable TV manufacturing firm. He worked his way through the ranks by doing industry analysis and screening for viable business partners. While working on his master’s degree, computer prices became within reach of small companies, he moved the company’s manufacturing system on to a computer that integrated a 300 person workforce. The system was one of the first computer integrated manufacturing systems in the US and for that he was promoted to Philips Corporate to help other manufacturing operations integrate. The money and notoriety was great but the frequent flier mileage was not. Sam found the experience deepened his need to be independent and began looking for a profession that was both challenging and rewarding. Fascinated by economics, politics, alternate energy and how it all affects global change, Sam found financial planning and investment advising to meet that need. In 1986 Strategic Financial Planning was born evolving into Santa Fe Capital Management as the scope of services increased. Sam is passionate about educating his clients and enjoys the responsibility of caring for them over the years. He states, “I never do anything that’s better for me than for my client.” He prides himself on being incredibly accurate and fairly conservative, often providing two answers for his clients; the technical answer and what he calls the “people” answer. “The satisfaction of helping people one at a time and the ability to put my problem solving abilities to good use is all I need in a profession.” Sam DeLuca Sam and his wife Diane moved to Santa Fe in 1998 drawn by its warm people, fly fishing and a lot less snow. <table> <a href="whatwedo.asp?SPID=79270&OrgID=2439">Our Services</a> <a href="whatwedo.asp?SPID=80969&OrgID=2439">About Us</a> <a href="whoweare.asp?SPID=79271&OrgID=2439">Who We Are</a> <a href="whatwedo.asp?SPID=80970&OrgID=2439">The Planning Process</a> <a href="Upload.asp?SPID=79274&OrgID=2439">Client Forms</a> <a href="whatwedo.asp?SPID=80994&OrgID=2439">Green Investing</a> <a href="ourviews.asp?SPID=79273&OrgID=2439">Articles</a> <a href="Upload.asp?SPID=82328&OrgID=2439">Client Update</a> <a href="accesscontent.asp?pagetype=FBRIEFS?SPID=79276&OrgID=2439">Financial Briefs</a> <a href="accesscontent.asp?pagetype=AOFI?SPID=79279&OrgID=2439">Articles Of Interest</a> <a href="accesscontent.asp?pagetype=NEWS?SPID=79277&OrgID=2439">Featured News</a> <tr><td><b>Information Center</td></tr> <a href="http://www.santafecapitalmanagement.com/quotes/top_platinum.asp?orgId=2439" target="main">Stock Quotes</a> <a href="accesscontent.asp?pagetype=DATABANK?SPID=79275&OrgID=2439">Market Data Bank</a> <a href="accesscontent.asp?pagetype=CALCULATORS?SPID=79280&OrgID=2439">Problem Solvers</a> <a href="Links.asp?SPID=79281&OrgID=2439">Web Resources</a> <a href="http://www.bloomberg.com/invest/glossary/bfglosa.htm">Financial Glossary</a> <a href="http://www.advisorclient.com">Account Lookup</a> <a href="contactus1.asp?SPID=79272&OrgID=2439">Contact Us</a> <a href="disclosure.asp?SPID=79283&OrgID=2439">Disclosure</a> <a href="home_blank.asp?SPID=79284&OrgID=2439">Home</a> </table> </body>