Invest In You

Committed to our clients. Powered by research. Driven to perform.

An Update From Our Founder

Measuring Results
$ 1.9
As of June 30, 2022, 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 cater to clients and institutions located in 42 states across America
We are built on driving results and putting clients first.

In 2004, Sandhill began as a small group of passionate research professionals inspired by their desire to create something better. Our founders believed that if they could provide a suite of products that outperformed their benchmarks and created genuine value for our clients, something special would grow.

Through tireless effort, devotion to excellence, and deep commitment to our clients, that same team of researchers has grown into a world-class firm managing over $1.9 billion in assets under management and advisement for individuals, families, corporations, and foundations.

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

Everything starts with you. Our client service team exceeds expectations by working diligently to understand your needs and implement strategies tailored to your specific goals. We care about your priorities and maintain consistent communication, availability, and follow-through. No matter your investment objectives, we work together to design a portfolio that best suits you. Whether you have unique tax factors, low basis securities, or specific income requirements, Sandhill has a solution.

By tailoring our investment philosophy to your needs, we generate real value for you. We mean it when we say your success is our success.

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. Sandhill currently reports our product performance to the following institutional databases:

  • Morningstar
  • PSN/InformaIS
  • eVestment
  • Mercer
July 2022 Update
This was a comment from my January 2022 newsletter: “What inflation and interest rates do will be the main event for the stock market.” This came true as inflation took off, interest rates increased sharply, and the stock market started to sell off. This was a comment from my April 2022 newsletter: “Rapidly rising interest rates, runaway inflation, a Federal...
April 2022 Update
The investment environment is unattractive. Rapidly rising interest rates, runaway inflation, a Federal Reserve asleep at the wheel (and finally waking up), supply chains strained in every corner of the globe, and the Ukraine war is not a constructive backdrop for equities. Two important notes – the main event is rapidly rising interest rates. I said in my January newsletter,...
January 2022 Update
Sandhill did not do its usual bang up job with our CEA equity product in 2021. Our other three products had terrific performance. We fully understand that our CEA product is our main workhorse and its performance is the most relevant to our client’s financial health and success. That said, our CEA product did post its third straight year of...

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

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Sandhill Investment Management