Our Clients

Customized solutions for specific needs: Every Sand Hill client is an individual.

Sand Hill Global Advisors has the breadth of solutions and the investment expertise to meet our clients’ needs:

• Customized financial planning to achieve their goals
• Investment advice and strategies that seek to achieve solid risk-adjusted returns
• Fiduciary endowment management and services to drive their organization forward
• Retirement plan solutions for their business

Sand Hill Global Advisors offers services and solutions for:

Individuals and Families

Sand Hill Global Advisors has successfully served the complex needs of high net worth families and individuals for almost three decades. We offer customized objective financial planning and investment management advice that allows our clients to find the right balance between growing their wealth and protecting their families from unnecessary risk.

Endowments and Foundations

Sand Hill has a long history of managing philanthropic funds for non-profit organizations. We know that the value of these financial assets must not only be safeguarded, but must continue to grow to support future philanthropic efforts. We also understand non-profits from the inside out – the firm actively encourages individual participation in the work of charitable entities. Many of our professionals serve as Board and Investment Committee members.

Small and Mid-sized Business

We provide tailored advice and a broad offering of core investment management and liquidity solutions to small and mid-sized companies. Pension plan management designed for growing businesses and their employees is a core competency.

Financial Institutions

Sand Hill has significant experience bringing outsourced investment management solutions to financial institutions. Under your company brand, acting as a “Sand Hill Inside,” we can create collateral and investment solutions for your clients.