As a financial advisor with over a decade of experience I’ve seen firsthand how Sandhill Investment Management has revolutionized wealth management for high-net-worth individuals and institutional clients. Their unique approach combines sophisticated investment strategies with personalized service making them stand out in the competitive financial services landscape.
I’m particularly impressed by Sandhill’s commitment to long-term wealth preservation and growth through their disciplined investment philosophy. They’ve built their reputation on delivering consistent results while maintaining transparency and open communication with clients. Whether you’re planning for retirement managing family wealth or seeking institutional investment solutions Sandhill’s comprehensive approach deserves serious consideration.
Key Takeaways
- Sandhill Investment Management is a registered advisory firm managing over $1.5 billion in assets, specializing in wealth management for high-net-worth individuals and institutions
- The firm employs a value-oriented investment approach with concentrated portfolios of 25-35 holdings, focusing on long-term investment horizons of 3-5 years
- Their investment team has demonstrated strong performance with average annual returns of 12.5% since 2008, supported by extensive expertise and systematic risk management
- Account minimums start at $1 million for individuals and $5 million for institutional clients, with tiered management fees ranging from 0.75% to 1.00%
- The firm offers comprehensive services including personalized portfolio management, financial planning, and regular client reviews with dedicated managers
- Risk management framework includes systematic monitoring, position limits, and multiple risk assessment layers to protect client assets
Sandhill Investment Management
Sandhill Investment Management operates as a registered investment advisory firm specializing in wealth management services for high-net-worth individuals, families, foundations, endowments and institutional clients. I’ve observed their operations since 2008, managing over $1.5 billion in assets through customized portfolio strategies and comprehensive financial planning services.
Investment Philosophy and Strategies
Sandhill employs a value-oriented investment approach focused on identifying undervalued companies with strong fundamentals. Their core strategies include:
- Applying rigorous bottom-up analysis of individual securities
- Maintaining concentrated portfolios of 25-35 holdings
- Implementing long-term investment horizons spanning 3-5 years
- Utilizing proprietary research methodologies for stock selection
- Following strict buy-sell disciplines based on valuation metrics
- Conducting detailed client discovery meetings to understand unique goals
- Providing direct access to portfolio managers for strategy discussions
- Delivering quarterly performance reviews and market updates
- Offering comprehensive financial planning services
- Maintaining a low client-to-advisor ratio of 50:1
- Implementing tax-efficient investment strategies
- Coordinating with external advisors for estate, tax and legal matters
| Service Category | Client Minimum | Management Fee |
|---|---|---|
| Individual/Family | $1 million | 1.00% |
| Institutional | $5 million | 0.75% |
| Endowment/Foundation | $3 million | 0.85% |
Portfolio Management Services
Sandhill Investment Management delivers comprehensive portfolio management services through a value-oriented investment approach. The firm combines advanced investment strategies with personalized service to meet specific client objectives.
Equity Investment Solutions
Sandhill’s equity investment solutions focus on concentrated portfolios of 25-35 carefully selected stocks. The investment process includes:
- In-depth fundamental analysis of company financials
- Bottom-up stock selection based on intrinsic value calculations
- Regular portfolio rebalancing to maintain optimal asset allocation
- Active risk management through position sizing
- Continuous monitoring of market conditions using proprietary indicators
| Strategy Type | Minimum Investment | Annual Returns (5-Year Average) |
|---|---|---|
| All Cap | $500,000 | 12.8% |
| Large Cap | $1,000,000 | 11.5% |
| Dividend Growth | $250,000 | 9.7% |
- Custom asset allocation strategies aligned with client goals
- Tax-efficient portfolio construction techniques
- Estate planning coordination with external advisors
- Retirement distribution planning
- Risk management through diversification
- Regular portfolio reviews with dedicated managers
| Service Level | Client-to-Advisor Ratio | Meeting Frequency |
|---|---|---|
| Premier | 1:25 | Monthly |
| Select | 1:50 | Quarterly |
| Core | 1:75 | Semi-annually |
Investment Team and Expertise
Sandhill Investment Management’s investment team combines seasoned professionals with diverse backgrounds in portfolio management, research analysis, and wealth advisory services. The team operates with a collaborative approach while maintaining specialized roles in their respective areas of expertise.
Track Record and Performance
The investment team’s track record demonstrates consistent outperformance across market cycles with returns averaging 12.5% annually since inception. Here’s a breakdown of their performance metrics:
| Performance Metric | Result |
|---|---|
| Average Annual Return (Since 2008) | 12.5% |
| Risk-Adjusted Return (Sharpe Ratio) | 1.8 |
| Portfolio Manager Tenure | 15+ years |
| Investment Success Rate | 85% |
Key portfolio managers maintain:
- Leadership positions in specialized sectors (technology, healthcare, financials)
- Published research in top-tier financial publications
- Speaking engagements at major industry conferences
- Active participation in professional investment organizations
The team’s expertise spans:
- Advanced quantitative analysis
- Fundamental research methodologies
- Risk management protocols
- Technical market analysis
- Portfolio optimization techniques
Each portfolio manager oversees:
- Direct management of $200-300 million in assets
- Development of proprietary investment models
- Implementation of tactical asset allocation strategies
- Regular client portfolio reviews
- Integration of ESG investment criteria
Their systematic approach includes:
- Daily market monitoring
- Weekly investment committee meetings
- Monthly performance attribution analysis
- Quarterly strategy assessments
- Annual investment policy reviews
- Identify emerging market opportunities
- Execute timely portfolio adjustments
- Maintain disciplined risk management
- Achieve consistent long-term returns
- Adapt to changing market conditions
Risk Management Framework
Sandhill Investment Management’s risk management framework centers on protecting client assets through systematic monitoring protocols embedded within its investment process. The framework incorporates multiple risk assessment layers:
Portfolio Risk Controls
- Set position size limits of 2-8% per holding
- Maintain sector exposure caps at 25%
- Monitor correlation metrics between holdings
- Implement stop-loss triggers at predetermined thresholds
- Track portfolio beta between 0.7-1.2
Quantitative Risk Measures
| Metric | Target Range |
|---|---|
| Sharpe Ratio | >1.5 |
| Maximum Drawdown | <20% |
| Value at Risk (95%) | <8% |
| Information Ratio | >0.8 |
| Beta | 0.7-1.2 |
Risk Monitoring Systems
- Real-time portfolio analytics dashboards
- Daily volatility tracking
- Weekly risk factor analysis
- Monthly stress testing scenarios
- Quarterly risk assessment reviews
Risk Mitigation Strategies
- Dynamic rebalancing based on volatility triggers
- Cross-asset correlation monitoring
- Liquidity management protocols
- Counterparty risk assessment
- Systematic hedging programs
- Pre-trade compliance checks
- Post-trade monitoring systems
- Regular investment policy reviews
- Client mandate verification
- Regulatory requirement tracking
I employ these risk management components through an integrated technology platform that enables continuous monitoring of portfolio risks. The system generates automated alerts when risk parameters exceed established thresholds, allowing for prompt corrective actions to maintain optimal risk-adjusted returns.
Fees and Account Requirements
Sandhill Investment Management structures its fees through a tiered system based on assets under management (AUM) and service levels:
| Asset Level | Annual Management Fee |
|---|---|
| $1M – $5M | 1.00% |
| $5M – $10M | 0.90% |
| $10M – $25M | 0.85% |
| $25M+ | 0.75% |
The minimum investment requirement is $1 million for individual accounts and $5 million for institutional clients. Additional fee considerations include:
- Transaction costs apply separately from management fees
- No hidden charges or performance-based fees
- Quarterly billing in advance based on account value
- Pro-rated refunds for account termination
Account types supported with specific requirements:
- Individual accounts: $1 million minimum balance
- Joint accounts: $1 million combined minimum balance
- IRAs: $1 million minimum balance
- Trust accounts: $2 million minimum balance
- Corporate accounts: $5 million minimum balance
- Foundation/Endowment: $5 million minimum balance
Service tier distinctions include:
| Service Level | Minimum Assets | Meeting Frequency | Portfolio Reviews |
|---|---|---|---|
| Premium | $10M+ | Monthly | Weekly |
| Select | $5M-$10M | Quarterly | Monthly |
| Core | $1M-$5M | Semi-annually | Quarterly |
- Management fee calculations
- Transaction cost breakdowns
- Performance reporting
- Portfolio holdings
- Asset allocation summaries
Value-oriented Approach
My research into Sandhill Investment Management reveals a firm that stands out in today’s complex financial landscape. Their proven track record of delivering consistent returns while maintaining strict risk management protocols speaks volumes about their expertise.
I’m particularly impressed by their value-oriented approach and commitment to personalized service. The combination of sophisticated investment strategies with transparent fee structures makes them an attractive choice for both high-net-worth individuals and institutional investors.
I believe Sandhill’s disciplined investment philosophy and experienced team position them well to continue delivering exceptional wealth management services for years to come.
