2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

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A Dedicated Team With A Disciplined Process

In a world where technology has made automation and mass customization the norm, investing is one arena where hands-on implementation and a discerning perspective can make a meaningful difference. At Sand Hill, we believe in the value of dedicated research and custom approaches. Our clients see the difference, too. That’s why we have a fully-staffed, in-house investment team wholly focused on our clients’ portfolios.

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Tailored Investing

Our approach to each client’s portfolio involves a thoughtful, long-term view and ongoing refinement based on fundamental research. Constructing a portfolio that meets your specific goals and takes individual circumstances into account, such as the desire to diversify or manage concentrated holdings, requires a depth of know-how and hands-on market experience. Our team of specialists takes a disciplined, customized approach to constructing your personalized portfolio and optimizing it over time. Our mission is to help you achieve your financial goals, as well as provide you with the confidence and peace of mind you deserve.

Your Own Investment Team Your Own Investment Team

Your Own Investment Team

Sand Hill’s offering gives you direct access to our dedicated investment team and our focused economic and market analysis. Years of insight and a clear focus on fundamentals drives our decisions when strategically allocating client assets. Our goal is steady growth with a long-term view, and as an independent organization, we have the flexibility to be opportunistic when we feel it is appropriate in order to take advantage of market conditions. For our clients, it all adds up to responsive investing tailored to meet your unique set of circumstances.

Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.

In a world where technology has made automation and mass customization the norm, investing
is one arena where hands-on implementation and a discerning perspective can make a meaningful difference.
At Sand Hill, we believe in the value of dedicated research and custom approaches. Our clients see the difference, too.
That’s why we have a fully-staffed, in-house investment team wholly focused on our clients’ portfolios.