Read our latest quarterly newsletter from Sandhill’s Founder and Lead Portfolio Manager, Tim Johnston.
As of March 31, 2023, our total assets under management and advisement are over $1.9 billion
We offer 4 proprietarily managed investment products
17 years of GIPS® compliance—an industry reporting gold standard
We serve clients and institutions located in 42 states across America
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 both 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 firm overseeing more than $1.9 billion in assets under management and advisement. At Sandhill, we are committed to creating customized solutions for individuals, families, corporations, and foundations.
Your comfort, security, and financial peace are our driving passion. Our team seeks to exceed expectations by understanding your needs and implementing strategies tailored to your specific goals. We care about your priorities and maintain consistent communication and follow-through. No matter your investment objectives, we work together to design a portfolio that best suits your unique financial situation. Whether you have special tax implications, low basis securities, or specific income requirements, Sandhill has a solution.
By tailoring our investment philosophy to your individual needs, we generate real and sustainable value for you. At Sandhill, we mean it when we say your success is our success.
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:
Sandhill delivered a very good quarter to its clients. The Concentrated Equity Alpha (CEA) composite returned +9.4% net of fees vs. a return of +7.2%…
After a difficult start to the year, Sandhill returned to form. We had a terrific year. We beat our benchmarks for every product in a…
The bear market is not over. Before it is over, there will be a capitulation and you will not want to be an investor. The…
