Your Peace. Our Purpose.
Your Peace.
Our Purpose.
Committed to our clients. Powered by research. Driven to perform.
$1.8 Billion
As of December 31, 2022, our total assets under management and advisement are over $1.8 billion
4 Products
We offer 4 proprietarily managed investment products
17 Years
17 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 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 $1.8 billion in assets under management 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.
Private Clients
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.
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
