Measuring Results

712

As of September 30th, 2016, our total assets under management are $712 million

3

We offer 3 proprietarily managed investment products

12

12 years of GIPS compliant track record – an industry reporting gold standard

37

We serve clients in 37 states across America

Built on driving results and putting clients first.

Sandhill is a firm committed to excellence and results for our clients. What started as a small team of research professionals in 2004 has grown to over $700MM in client assets and a firm recognized on CNBC’s list of Top 100 Fee-Only Wealth Management firms (2014 & 2015).

Sandhill was built with the intention of producing results that outperform benchmarks and putting clients first.  Our extraordinary client base is comprised of individuals, families, corporations, and foundations.

Our Story

Built on driving results and putting clients first.

Our primary goal is to produce a
superior risk adjusted return on
our clients' capital.

Private Clients

Private Clients

Most of our clients are like you, who have worked hard and are looking for a trusted source to be responsible for your investments. Our relationship management team will leverage the strength of our investment products and work with you to create an achievable financial plan.

Together, we will design objectives for your portfolio and meet routinely to stay updated. Our portfolios can be tailored to manage unique tax factors, low basis securities, ethical requirements, income needs and/or growth preferences.

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Institutional Services

From unique investment objectives to the responsibilities that come with being a fiduciary, Sandhill understands the needs of sophisticated investors. We offer a selection of value-added investment strategies that are suitable for a variety of institutional clients.

Our products are offered within a Separately Managed Account format, and our clients have the freedom to choose their own custodian.

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Institutional Services

Our Results

*For informational purposes only. Individual results may vary. Results are representative of our Concentrated Equity Alpha (CEA) portfolio only. Investment may not be suitable for all investors. Please speak with an advisor for an asset allocation tailored to your individual needs. Past performance may not be indicative of future results. Performance may be materially affected by market and economic conditions. Investment strategy has the potential for profit or loss. All Sandhill performance is presented net of fees. Dividends and capital gains are not reinvested. The S&P 500 Index is a float-weighted index of 500 of the largest US common stocks. S&P 500 Index historical performance does not represent reinvestment of dividends/capital gains or the deduction of management fees. Withdrawals and other financial interventions are not taken into account within this tool. For a full GIPS compliant presentation, please click here.

October 2016 Update

Sandhill is firing on all cylinders. For year to date 2016 through 9/30/16, Sandhill’s flagship CEA composite is up 14.9% net of fees vs. 6.1% for the S&P 500 Index. Our performance puts Sandhill in the top of its class nationally.

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June 2016 Update

As you know (and we have preached), investing in the stock and bond markets is a long-term game that requires patience. That said, we have set our portfolios up defensively for the summer in anticipation of some downward pressure on the market.

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January 2016 Update

In an intensely competitive business where only one in five active managers beats the market over time, we have prided ourselves on delivering good, if not great, results. We did not in the second half of 2015.

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When we identify and purchase a great business at an attractive price, time is our ally.

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