Our Products

We designed our product lineup with clients in mind. Whether your priority is long term growth or current income, we have an optimized offering that can be built for you.

Minimum Investment - $250,000
Concentrated Equity Alpha

Our flagship multi-cap growth product is comprised of approximately 30 high quality franchise companies. Our CEA portfolio has a long-term investment horizon.

With a diversified mix of high quality companies, our CEA product intends to provide solid risk-adjusted return for the long-term growth-oriented investor. Our multi-cap strategy allows us to find value in all areas and geographies of the market and incorporates broad diversification and a clear understanding of what we own.

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Large Cap Yield

Our dividend focused product – comprised of 34 large cap stocks with strong management and steady earnings growth.

Large Cap Yield is intended for long-term capital appreciation and delivers meaningful income. This product generates a higher yield than the Dow Jones Industrial Average. The holdings are equal-weighted and offer more diversification and balance than the Dow.

Corporate Bond

Our goal is capital preservation and income – this product invests in corporate bonds that mature within three to nine years.

We utilize broad diversification to minimize credit risk and short duration to minimize interest rate risk. This product is intended to be protective of capital while generating meaningful income.

Balanced

Sandhill’s balanced portfolios provide a customized mix of the above stock and bond products and are intended to reflect an individual’s risk tolerance.

“Market volatility can lead to short term mispricing of good businesses.”

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Sandhill Investment Management