Thornburg Investment Management

Thornburg Investment Management We have a clear mission: to preserve and increase the real wealth of investors. investors. Social Media Guidelines: https://www.thornburg.com/legal/social-media

Thornburg Investment Management is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income, equity, and alternatives investing, the firm oversees mutual funds, institutional accounts, separate accounts for high-net-worth investors, and UCITS funds for non-U.S. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico.

Great connecting with so many at RJFS Elevate 2026.From thoughtful conversations at the booth to the session on “AI: Fri...
05/07/2026

Great connecting with so many at RJFS Elevate 2026.

From thoughtful conversations at the booth to the session on “AI: Friend, Foe, Fad, or Future Partner?”, it is clear AI continues to be top of mind for advisors, especially when it comes to enhancing value, not replacing it.

Thanks to everyone who stopped by to engage. The Thornburg team looks forward to continuing the conversation.

During a recent visit to the Philippines, Thornburg's Kate Porto spent time volunteering in her parents’ countryside com...
04/16/2026

During a recent visit to the Philippines, Thornburg's Kate Porto spent time volunteering in her parents’ countryside community. Alongside her husband, she helped prepare and share meals with local families and handed out snacks to students near a public school.

“Connecting with the community in such a hands-on way was incredibly fulfilling and memorable,” Kate shared.

Thank you, Kate, for representing Team Thornburg and putting our values into action.

For more on how Thornburg shows up for communities, visit: https://ow.ly/sYeT50YvBna

The Thornburg team was on the ground last week at LPL Financial Masters at La Quinta Resort & Club.This invitation-only ...
03/31/2026

The Thornburg team was on the ground last week at LPL Financial Masters at La Quinta Resort & Club.

This invitation-only event brought together top-performing advisors across the LPL Financial network for a week of learning, connection, and recognition, all set against a stunning backdrop.

We appreciated the opportunity to connect with advisors, share perspectives, and be part of the conversations shaping what’s next.

Last week, Thornburg's Josh Rubin and Jonathan Schuman, along with Javier Orcoyen of Thornburg’s partner firm Río Capita...
03/19/2026

Last week, Thornburg's Josh Rubin and Jonathan Schuman, along with Javier Orcoyen of Thornburg’s partner firm Río Capital, had the privilege of spending time with Thornburg’s clients in Zonamerica, Uruguay’s free trade zone just outside Montevideo.

The team always values meeting clients face to face. These conversations strengthen relationships, surface what matters most, and ensure alignment with long-term goals.

Free trade zones such as Zonamerica employ more than 17,000 people and account for over 6% of Uruguay’s GDP. They are also helping to shape Uruguay’s development as a regional wealth management hub, with a growing presence of financial services firms focused on cross-border clients. That combination makes Zonamerica a particularly interesting setting for client conversations.

Great conversations were had at Morgan Stanley’s Power of Process conference in Huntington Beach, March 11–13, with Thor...
03/19/2026

Great conversations were had at Morgan Stanley’s Power of Process conference in Huntington Beach, March 11–13, with Thornburg’s Jon Beuerlein and Zach Forster representing!

Proud to sponsor the event focused on market perspectives, strategy, and disciplined process, and to connect with industry peers.

A big thank you and well done to the Morgan Stanley Consulting Group!

At Thornburg Investment Management, our investment team is intentionally based in Santa Fe, away from the noise of major...
03/13/2026

At Thornburg Investment Management, our investment team is intentionally based in Santa Fe, away from the noise of major financial centers.

This location reflects a belief that independent thinking benefits from distance. Distance from crowded trades, short-term market narratives and the constant noise of financial hubs.
But the idea of being “away from the noise” is not only a metaphor.

According to the Noise & Light Pollution Index from Numbeo, Santa Fe has a score of 25, far lower than the largest U.S. cities. In many cases the score is less than half that of major financial centres.

Less noise. More perspective.

For our investment teams, this environment supports what matters most. Disciplined research, independent viewpoints and a long-term focus on risks and opportunities for clients.

Standing-room only at LATAM ConsultUs Kick Off 2026!Thornburg’s Josh Rubin drew a large crowd for his global markets pre...
03/12/2026

Standing-room only at LATAM ConsultUs Kick Off 2026!

Thornburg’s Josh Rubin drew a large crowd for his global markets presentation, delivered in a unique three-stage, headset-driven format with nearly 400 financial advisors in attendance.

That engagement continued into the salon workshops, further highlighting the demand for thoughtful perspectives on today’s markets.

Thank you to everyone who joined the conversations and helped make the event such a success!

We’re pleased to announce that Jamie Coletti has been named managing director at Thornburg, in addition to his role as s...
03/09/2026

We’re pleased to announce that Jamie Coletti has been named managing director at Thornburg, in addition to his role as senior investment consultant, serving financial advisors across the Carolinas and Tennessee.

Jamie plays a key role on the Thornburg team, partnering closely with advisors and bringing a steady, consultative approach to investment conversations.

Known for his market insight and responsiveness, he focuses on helping advisors think through portfolio construction, client communication, and long-term outcomes in a constantly evolving environment.

Jamie attended Western New England University and holds FINRA Series 6, 7, and 63 licenses.

We’re proud to have Jamie as part of the Thornburg team. 👏

Meet our Leadership and Distribution teams: https://ow.ly/8vAH50YrrV1

Thornburg is excited to sponsor the Citywire Professional Buyer New York 2026! CPM Josh Rubin will lead workshop session...
03/02/2026

Thornburg is excited to sponsor the Citywire Professional Buyer New York 2026!

CPM Josh Rubin will lead workshop sessions on the role of international equities in a well-diversified portfolio and share where he sees opportunities in today’s global markets.

If you’re attending, you won't want to miss the chance to hear Josh’s perspective.

Thornburg was proud to sponsor the Hightower Women & Wealth Forum this week at Hotel Emma in San Antonio.Attendees explo...
02/26/2026

Thornburg was proud to sponsor the Hightower Women & Wealth Forum this week at Hotel Emma in San Antonio.

Attendees explored topics from serving women in transition to standing out in the age of AI.

A highlight was the hands-on floral workshop, where participants created seasonal bouquets that were donated to a local hospice facility.

Proud to support events that bring people together to learn, connect, and give back.

Shout out to Thornburg's Lucinda Candal for representing and hosting an evening dinner.

Address

2300 N Ridgetop Road
Santa Fe, NM
87506

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15059840200

Website

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