"Having a disabled spouse, partially disabled child, and running a business creates a great pressure on my time and energy. Santi Company’s fiduciary strategies provided me the peace of mind of knowing all areas of my life plan will be executed according to my wishes."
- Business Owner

 

 

 

 

 

 

 

 

 

 

 

 

Why Santi Company?

Santi Company is a Tennessee-based Fiduciary Strategy and Advisory firm. We serve as a resource and act as advocates without the bias of a given line of investment products. Our advisors objectively select and offer “best in class” products through time-tested, vetted service providers to meet the goals of each family, business or institution.

We are an investment advisory firm of Arete Wealth Advisors, LLC, a registered investment adviser with locations nationwide. Throughout this website you can learn how Santi Company build a collaborative, cooperative Ethos-based teams to help strategically optimize complicated financial situations. We invite you to explore our site to learn about us and our offerings.

The Santi Company Network

The Santi company is comprised of a global network of advisors, spanning disciplines, industries and geographies. Over 25 years we have gathered the preeminent thought-leaders, innovators, and industry experts to give you, our clients, this valuable network. To build and maintain this network we draw on our collective resources and personal relationships so that we can bring best-in-class, appropriate strategy and implementation through our ethos-based solutions.

Family Advisory Services

For families dealing with life’s major transitions, death, divorce, disability and dependency, we specialize in simplifying and clarifying and providing the peace of mind for dealing with these events.

We take a strategic approach to life’s challenges that encompasses all family affairs – from investments, risks, insurance, taxes and estates, to philanthropy, wealth transfer and asset protection. We do not simply focus on retirement planning or generating the greatest short-term gains. Rather, we see our responsibility as going beyond responsiveness to anticipating how our clients’ wealth should serve rather than complicate their lives.

Business Advisory Services

For private and family businesses, we are one of the premier independent boutique firms offering a combination of corporate finance, investment banking, and corporate benefits. We deliver these services incorporating our proprietary ethos-based process with world-class delivery partners. 

Institutional Advisory Services

For institutions, we build upon our 25 years of experience in the investment consulting industry to deliver financial and investment solutions to non-profits, healthcare, unions, and public corporations.

 

Client Testimonials

"With the heavy demands of caring for three children and being a single parent, Santi Company simplified my life and portfolio and gave me back more time without having to worry about the investment markets ." - Divorced Mother of Three

 "Recently, becoming dependent on our financial assets as supposed to our business and real estate assets, my family and I have found ourselves unprepared to live off of the proceeds of our past low interest assets. The implementation of fiduciary strategies provided by John and his team of advisors gave my family clarity that allowed me to move forward to live a more comfortable lifestyle and more certainty involving our income stream." – Provider of Family

 "After the death of my husband, there was an overwhelming number of people wanting to help me manage the proceeds of my husband’s life insurance. I have found that Santi Company is different from other companies in that they designed strategies that are focused on the security and interests of me and my children, not the complicated market ." – Widow