"Try not to be a man of success but rather try to become a man of value."

Sandstone Asset Management Inc.  provides discretionary investment management services to private individuals ranging from entrepreneurs to inheritors.  We focus on a limited number of clients who meet our minimum investment requirements to ensure the highest standard of personal service.

Investment Advisory Services

• Develop a customized Investment Policy Statement
• Provide Discretionary Money Management
• Access to Private Equity Opportunity (Mezzanine Financing)
• Offer assistance in investment, tax and estate planning

 Regular Contact

• Encourage Quarterly Meetings for the 1^st year then frequency is determined by the client
• Our informative quarterly Portfolio Strategist which identifies emerging trends and opportunities in the global marketplace
• Access to the entire Portfolio Management Team
• Our ongoing Investment Insights which offers current market commentary

 Accurate Timely Reporting

• Web access to your account which can be customized by the client
• Customized reports that focus on your exposure to geographical and sectoral regions for your consolidated portfolio or each individual account. 
• Performance reports concentrate on the security, asset class or the entire portfolio each reported in Multi-currency.
• Clear and concise Tax Reporting sent to you and/or your accountant

 Education/Research

• Special programs for youth and family members: ‘Report to Kids’, 2^nd Generation Wealth, Dividend Growth Seminars
• Annual Sandstone OUTLOOK with CEO perspective on markets
• Annual Sandstone CONNECTS event featuring experts addressing social and humanitarian issues

 Administrative Services

• Specialization in cross-border issues
• Work mutually with your team of advisors (accountant, legal counsel, etc.)
• Tiered Fee Structure