Proprietary Research. Successful Outcomes.

Proprietary Research.
Successful Outcomes.

January 4, 2024

An Update From Our Founder

Read our latest quarterly newsletter from Sandhill’s Founder and Lead Portfolio Manager, Tim Johnston.

$2.25 Billion

As of June 30, 2024, our total assets under management and advisement are over $2.25 billion

5 Strategies

We offer 5 proprietarily managed investment strategies

19 Years

19 years of GIPS® compliance—an industry reporting gold standard

42 States

We serve clients and institutions located in 42 states across America

Built On Driving Results and Putting Clients First

In 2004, Sandhill began as a small group of passionate research professionals inspired by a shared desire to create genuine value for their clients. Our founders believed that if they could offer a suite of benchmark-beating portfolios while providing sound financial advice, something special would grow.

Over the past two decades, that same team of researchers has grown into a nationally-recognized investment firm overseeing more than $2.18 billion in assets under management (AUM) and advisement. At Sandhill, we are committed to creating customized solutions for individuals, families, corporations, and foundations.

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

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 suite of value-added investment strategies that are suitable for a variety of institutional clients.

With a selection of products offered within a Separately Managed Account format, our clients have the freedom to choose their own custodian. Sandhill currently reports our product performance to the following institutional databases:

  • Morningstar
  • PSN/InformaIS
  • eVestment
  • Mercer