Santa Fe, NM Office

Americana Partners provides financial planning, consulting, discretionary investment and wealth management to individuals — including high‑net‑worth and ultra‑high‑net‑worth international clients — as well as corporations, trusts, estates, and charitable organizations. The firm also serves as investment manager to private pooled investment vehicles in addition to offering the more common enterprise services of portfolio management for individual and corporate clients.

Americana Partners customizes portfolios through ongoing client consultations and discretionary management, allocating across mutual funds, ETFs, individual equity and debt securities, options and structured products, and by engaging independent third‑party managers. The firm uses alternative and privately placed investments for eligible clients, permits selective options strategies, and implements held‑away retirement and plan accounts through an order management system to align those assets with clients’ broader allocation and rebalancing plans.

Noteworthy distinctions include a recent acquisition that integrated accounting and family‑office administrative services into the firm’s offerings and a referral and marketing arrangement with a family‑office provider that yields referral compensation for certain non‑advisory services. Americana discloses several operational relationships that may affect how services are delivered — including use of a TAMP, an order management integration for held‑away assets, affiliated private funds, certain supervised persons’ commission‑based brokerage activities and trade‑away practices, and a credit facility — all of which the firm identifies as potential conflicts and addresses in its disclosures.