City Different Investments

City Different Investments

Santa Fe, New Mexico

City Different Investments, a local investment advisory firm headquartered in Santa Fe, NM, is dedicated to providing exceptional financial services and investment strategies. With two offices strategically located, they offer convenient access to their clients throughout the area. With over 0 individual clients and a remarkable $156,967,000 in assets under management, City Different Investments showcases its expertise in managing diverse portfolios. The firm is committed to discretionary asset management, with 37% of the assets they oversee falling under this category. This approach allows them to make informed decisions aligned...see more

Assets Under Mgmt

$156.97M

Investment Professionals

8

Locations

1

% 401K & Individual

0%

% Discretionary

37%

Compensation Structure

  • A percentage of assets under your management
  • Performance-based fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Reviews for City Different Investments

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