SANTEFORT INVESTMENT GROUP, LLC

Overview

Santefort Investment Group, LLC is an independent RIA and registered limited liability company that primarily serves individual and family clients. The firm operates as a capital allocator, managing discretionary portfolios and also acting as an insurance broker. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Fee arrangements are a combination of percentage-of-assets and other fee structures. Investment behavior is tilted toward pooled public funds and third-party manager solutions rather than direct-stock concentrated portfolios. The firm is not positioned as an ESG investor and does not present as a multi-state adviser. Given its role selecting other advisers and offering pension consulting, the firm appears to employ outside managers and model portfolios as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices