Santefort Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals, high-net-worth individuals, trusts and business entities and also provides services to employer-sponsored retirement plans. It offers discretionary asset management, retirement-plan consulting as a 3(21) fiduciary, public educational seminars and workshops, and sells fixed insurance products as a licensed insurance agent.
Investment programs are tailored to client goals, time horizons and risk tolerance and employ a mix of fundamental, technical, charting and cyclical analysis, with accounts typically managed on a discretionary basis. To implement strategies and scale oversight, the firm uses third-party managers and platforms (including Envestnet and an American Funds platform), may hire sub‑advisors, and provides periodic (generally quarterly) reviews and reporting.
The firm is a solo practice but operates an unusually large client roster for a single advisor, relying on third‑party platforms and sub‑advisors to support that volume. The managing member also functions as a licensed insurance agent—devoting roughly 40% of his time to insurance activities—which is disclosed as a potential conflict of interest, and the combination of ERISA 3(21) pension consulting and free public seminars is atypical among similar independent firms.
Client services
Expertise
Fee options
$0 - $100,000: 1.20% annually $100,001 - $250,000: 1.15% annually $250,001 - $500,000: 1.05% annually $500,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually Over $2,000,001+: Negotiable
SIG sells fixed insurance products for commissions.
Fee-only: Annual investment advisory fees based on asset tiers as above; fees billed quarterly in advance; fees may be negotiable.
Main office
2433 Ontario St, Suite A
Schererville IN 46375
Advisors at this office
1
Most active in
Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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