Measuring Results

905

As of June 30th, 2017, our total assets under management are $905 million

3

We offer 3 proprietarily managed investment products

12

12 years of firm GIPS® compliance – 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 $905MM 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-adjusted, market cap-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.

July 2017 Update

Sandhill continues to execute and deliver superior investment results for our clients. In addition to continued strong performance, our turnover (the rate at which we buy and sell stocks) is very low – a key indicator to the health of our portfolios.

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April 2017 Update

Sandhill closed the books on another fine quarter. For the first quarter of calendar 2017, our Concentrated Equity Alpha (CEA) product returned 10.6% net of fees vs. 5.5% for the S&P 500 Index.

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January 2017 Update

Our teams functioned well across the entire firm, and most importantly, we delivered very good performance in both our equity and fixed income products. The Concentrated Equity Alpha (CEA) product (our flagship equity product) returned 17.5% net of fees for 2016 vs. the S&P 500 Index return of 9.5%. The CEA product outperformed the broad market by 8.0%.

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

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