A complete list of active advisors currently associated with Santefort Investment Group, LLC

Warmer can help you find a great advisor at Santefort Investment Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Santefort Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Santefort	Schererville, IN	21

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