As a wealth management firm based in Calgary, SANDSTONE Asset Management offers discretionary investment management services to private individuals, foundations, and family trusts.
OUR VISION
We create possibilities for clients, employees, and community as a whole.
OUR MISSION
We provide intelligent and independent investment expertise that results in top-ranked returns.
OUR FOCUS
We preserve and grow our clients' assets.
SANDSTONE'S GLOBAL MENTALITY BRINGS YOU A WORLD OF OPPORTUNITY
We invest globally; nothing is off limits. We strive to be highly engaged in understanding political and economic situations on a local, national, and international level. We are continually re-examining the financial, psychological, and fiscal matters that shape our world.
OUR SUSTAINABLE INVESTMENT POLICY
We are long-term investors in high-quality businesses. As such, we integrate Environmental, Social and Governance (ESG) factors into our fundamental investment analysis. As institutional investors, we have a fiduciary duty to act in the long-term interests of our clients. We believe that ESG issues can affect the performance of investment portfolios to varying degrees across companies, sectors, regions, countries and asset classes. Our approach to sustainable investing is consistent with the framework provided by the United Nations sponsored Principles for Responsible Investment (PRI).
We commit to the following six principles established by PRI:
- We will incorporate ESG issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of these principles within the investment industry.
- We will work together to enhance our effectiveness in implementing these principles.
- We will work towards implementing these principles.
Download the SANDSTONE Sustainable Investment Policy
PHILOSOPHY
Our Philosophy starts with people and ends with profit. We fulfil this calculated philosophy through dedication and continued examination of global investment opportunities.
STRATEGY
Expect active portfolio management, detailed research and analysis, unmatched access to a private equity fund, and a thoughtful, strong team of dedicated original thinkers.
TEAM
SANDSTONE team members are also company owners. An important aspect our clients take into account, knowing they can trust and rely on our team's investment strategies, commitment, and discretion.
Proud to be a B Corp
As a certified B Corp, we are part of a growing global movement of people who use the power of markets to solve social and environmental problems. It requires rigorous standards of social and environmental performance, accountability, and transparency.