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  • Strategies
      Concentrated Equity Alpha
      • Fact Sheet
      • Investment Idea
      • Strategy Deck
      • Why You Own It
      Corporate Bond
      • Fact Sheet
      • Strategy Deck

      Why Separately Managed Accounts?

      Separately Managed Accounts (SMAs) allow for direct ownership, superior customization, and transparency. By offering increased control, tax efficiency, and customizable portfolios, SMAs can easily distinguish themselves from conventional ETFs and mutual funds.

      Read More
  • Resources

      Practice Management

      • Initial Meeting Checklist
      • Year-End Checklist
      • Retirement Plan Dollar Limits
      • Why SMAs?
      • HSA vs. Roth vs. Traditional IRA
      • Cash Flow Assessment
      • Estate Planning Essentials
      • The Great Wealth Transfer
      Concentrated Equity Alpha
      • Fact Sheet
      • Investment Idea
      • Strategy Deck
      Corporate Bond
      • Fact Sheet
      • Strategy Deck

      Firm Documents

      • ADV Part 2
      • Firm Profile
  • Insights
      Insights

      Explore our repository of in-depth insights curated by our team of seasoned analysts and portfolio managers. From macroeconomic commentary to comprehensive white papers on portfolio construction, learn from our collection of research-focused resources.

      Explore Insights

      • Diversification Decay
      • Active Management
      • Bottom-Up Research
      • Growth-Oriented
      • Long-Term Outlook
  • Commentary
      Quarterly Commentary

      Join the Sandhill team as they provide their thoughts on the state of U.S. equity and bond markets and offer commentary to recap the previous quarter.

      2025 Q1 in Review

      Join the Sandhill investment team as they recap the state of the U.S. capital markets through Q1 and look ahead to where things are headed.

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      2025 Year-Ahead Investment Outlook

      Hear the latest thoughts from Sandhill’s Research team as they reflect on market activity from 2024 and look ahead to what we can expect as we enter the new year.

      Watch Now
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40 Fountain Plaza Suite 1300
Buffalo, NY 14202

P: 716.852.0279
F: 716.852.1905
E: YourTeam@sandhill-im.com
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