Who are your clients?
Our clients are international, high-net-worth individuals and families. They are seeking not only protection and growth for their wealth but also our active, unique investment strategy and community-minded philosophy.
How are you paid for your services?
Our fee is a percentage of assets under our purview.
How do I get started?
Give us a call. We will get together and see if we both feel there is a potential fit. If so, we will have additional in-depth discussions to determine our next steps.
How active are you with my foundation?
We meet quarterly with one or more of your board members while continuing to be active with our strategy, research, and advice. You will also receive our annual OUTLOOK presentation delivered privately, and customised for issues particular to foundations.
How often will we meet?
That is entirely up to you. During our first year together, we like to meet every quarter. After that, we can agree on what is best for you. Of course, we will offer our thoughts when the world is shifting, and you are welcome to reach out at any time.
How do you discover investment opportunities?
Using all the research tools available, we spend a great deal of time exploring possible investments through a stringent evaluation process. We apply our expertise, and filter it through our own philosophical and strategic lenses, rather than automatically investing in what is popular for the short term. For decades, our research has included Environmental, Social, and Governance Criteria. This method works for our clients and us.
Is SANDSTONE a fiduciary investment firm?
Yes we are, by law portfolio managers have a fiduciary duty to act in the client’s best interest. This fiduciary standard, which also exists for lawyers and accountants, does not apply to financial advisors.
A fiduciary duty “means that the adviser must act in the best interests of her client. Conflicts of interest must be avoided; clients must not be exploited; full disclosure of any material information must be provided, and; services must be performed reasonably prudently."