John Templeton, the famous investor and creator of the Templeton Growth Fund, is credited with the popular saying, “The four most dangerous words in theread more
Thank You for Your Partnership
October 25, 2022
You may not be aware that 2022 marks Sand Hill’s 40th anniversary. In celebration of this milestone, we want to reflect on our dedication to the firm’s founding core values while also evolving to bring more to your financial journey than ever before. Today, Sand Hill has grown to a firm of over 30 professionals across two offices in Palo Alto and San Francisco. With an entrepreneurial spirit and collaborative firm culture, we strive to expand and reach beyond what was originally envisioned by our founders in 1982, while continuing to honor their legacy.
Sand Hill has always dreamt big, and our biggest hope has always been to create actionable strategies for our clients that help them reach and exceed their goals. Since the founding of the firm, three core values have been consistently crucial to Sand Hill’s longevity: our commitment to the fiduciary standard, to achieving excellence in our outcomes on your behalf, and to innovation.
At Sand Hill, we work in service for our clients every day, with their best interests at heart. In upholding the fiduciary standard, our clients come first, with relationships built on trust, understanding, and thoughtful counsel. We know how frustrating it can be to have to second-guess the advice of a professional, which is why being partnered with a fiduciary is so important. Our clients trust us, so much so that many have worked with us for generations. We continue to keep these fiduciary standards at the forefront of our offering and at the core of our firm’s values.
For our entire team, there is no greater satisfaction than supporting our clients to improve their quality of life. To accomplish this, we set high standards throughout our firm to ensure excellence in our approach with our clients. We prioritize hiring great people who believe in Sand Hill’s values and will lead by example throughout their years of service. And we seek to be proactive rather than reactive in our client relationships to ensure the highest quality of service. Firmwide, we hold one another responsible for achieving results and we take on the responsibility of helping others succeed. Without this collaboration, we would not be able to tackle problems for our clients as smoothly as we do. This is also why even though the firm has grown exponentially, clients can still expect a boutique-like experience with Sand Hill.
Our roots originate in Silicon Valley, where innovation is the lifeblood of the region, and this important heritage continues to be key to the firm’s longevity and success. Our clients rely on us to evolve and adapt in support of our commitment to delivering the best possible outcomes on all fronts—from service and operations to the successful navigation of your financial journey. And it means being personally attentive to each of you as we work to overcome life’s many challenges together. At the heart of our success has always been our clients’ success and seeing the realization of our clients’ financial goals is our greatest fulfillment.
Over the next 40 years, we will continue to sensibly stick to our cherished roots but remain innovative in our pursuit to best serve our clients. We are honored to have your trust and will work tirelessly to continue to help make your future as bright as possible.
Articles and Commentary
Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.
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