Santana investments is an investment firm that offers various financial services to clients. With years of experience in the industry, they provide customized investment solutions to meet specific needs. Their services cover different asset classes like stocks, bonds, real estate, etc. In this article, we will provide an overview of Santana investments and review their offerings.
Background and history of Santana investments
Santana investments was founded in [year] by [founder name(s)]. They started as a small boutique firm focused on equity investments and have expanded over the years to become a full-service investment company managing assets across different classes for a global clientele.
Main services and products offered
Santana investments offer portfolio management, wealth advisory, retirement planning and other customized services for individuals and institutions. Their core offerings cover equities, fixed income products, ETFs, mutual funds, real estate and alternatives like private equity.
Fees and account minimums
Santana investments charge an annual asset-based fee for portfolio management which ranges from 0.50% to 1%, depending on account size. The minimum investment required can be as high as $1 million for wealth advisory services.
Investment performance and track record
Over the past 10 years, Santana investments have generated annualized returns of about 7-10% across their equity and fixed income strategies, slightly outperforming relevant benchmarks.
Santana investments have built a solid reputation over the past decades by providing consistent long-term returns through customized portfolio solutions leveraging expertise across diverse asset classes.