In uncertain times, it pays to have a trusted resource at your side. At Sandhill, we offer the guidance, structure, and support you need to help make sense of your financial future. Because our team’s most important investment? You.
Recognizing the many challenges that face your family’s long-term financial future, our firm looks to these four pillars to help you continue to build and maintain a lasting legacy.
Maximize Growth
Minimize Taxes
Protect Assets
Transfer Wealth
Producing wealth takes years of dedication, focus, and sacrifice. You endured challenging times and deeply understood the importance of protecting what you have built. Through thoughtful and prudent financial advice, Sandhill will help you preserve all you have created.
Founded in 2004, Sandhill Investment Management was founded with a specific purpose in mind: to provide completely customized, best-in-class investment advice to high-net-worth clients and their families. Our team’s passion for research and disciplined approach to risk management has been the backbone of our success. By identifying companies with competitive structural advantages and hidden earnings power not yet recognized by the market, our proprietarily managed investment portfolios have developed a knack for outperforming industry benchmarks and generating sustainable value for our clients.
As long-term fiduciary investors, we have your best interest at heart. Our mission is simple: we look to make certain that your financial objectives are attained, your investments are prudently managed, and your heirs are educationally prepared for what lies ahead. Not only are we passionate about helping families grow and transition their wealth, but we possess the experience, skill, and commitment necessary to ensure your legacy is sustained for generations to come. Wherever you are in your financial journey, Sandhill will provide the support and resources you need to ensure your goals are achieved and your loved ones are cared for.
Your circumstances, family dynamics, and financial considerations are uniquely yours. When designing your comprehensive, multigenerational financial plan, customization is everything.
Our team takes the time to understand every asset, liability, and person that is important to your future. We model cash flows for each year to account for tax implications and estate planning strategies while determining an optimal investment lineup. Leveraging support from sophisticated planning software and your external tax and legal team, we can proactively manage all facets of your financial life — providing you and your family with safety, security, and peace of mind.
At Sandhill, we understand the importance of getting to know your heirs, identifying their strengths, and ensuring they have the resources and support to carry on your family legacy. Let our team help you define your financial future—the right way.
Each person at Sandhill is dedicated to the success of our clients. Through their hard work and commitment to you, we all succeed together.
Our flagship multi-cap growth product is comprised of approximately 30 high-quality franchise companies. The Concentrated Equity Alpha portfolio has a long-term investment horizon.
A dividend-focused product comprised of about 30 large-cap stocks with strong management and steady earnings growth.
We utilize broad diversification to minimize credit risk and shorter maturities to lessen interest rate risk. Our Corporate Bond product is intended to protect capital and generate meaningful income. We invest in corporate bonds that mature within three to ten years.
