Service is more than a promise – it’s our commitment!
At Sand Hill Advisors, our success rests on the comprehensive relationship we establish with each of our clients and on our commitment to objectivity, independence and integrity. From our talented and experienced investment analysts, to our professional wealth managers and dedicated client service associates, we are committed to providing you with a level of service that is second to none.
Our clients receive:
Comprehensive Needs Evaluation
Helping our clients meet their individual long-term goals is our number one priority. Thus, we begin each client relationship with a comprehensive needs evaluation that includes:
- Evaluation of goals, values, cash flow and life-style needs
- Identification and understanding of all financial assets (i.e., taxable assets, company benefit plans, inheritance, annuities)
- Risk tolerance assessment
- Strategy integration
Portfolio Creation and Growth With a Wealth Management Team
Once a client’s needs have been determined, a member of the Sand Hill Advisors team steps in as the personal wealth manager. Wealth managers coordinate with legal, tax, and financial professionals whose specific expertise has been identified as meeting the needs of that particular client. Together, a wealth management team:
- Customizes portfolio and investment planning options
- Assists with tax-efficient diversification of concentrated stock positions
- Advises on the exercise and sale of stock options
- Redeploys the proceeds of a business sale
- Bridges the gap when intergenerational wealth is involved by educating heirs on critical financial issues and facilitating dialogue between family members
- Assists in strategy development and ongoing management of assets held in endowments, private foundations, donor-advised funds and charitable remainder trusts
- Provides an ongoing reassessment of goals, circumstances and long-term objectives
The Expertise of the Investment Management Group
Helping our clients meet their individual, long-term goals is our number one priority. We are dedicated to the long term growth and preservation of your wealth, and we believe in a comprehensive, well diversified investment strategy to provide the best and most consistent risk-adjusted returns over time. Our expertise includes:
- Selecting and monitoring individual stocks and bonds and third party investment vehicles to include best-in-class mutual funds and separately managed accounts
- Providing access to alternative investments including private equity, hedge funds, natural resources and private real estate
Support from the Client Service Team
Each client’s wealth management team includes a Client Service Associate who provides a wide range of clerical support services. These services include but are not limited to performance tracking reports, quarterly consolidated reports, and personal balance sheets. Client Service is also available to assist you with general questions as well as:
- Trust administration, private banking, and bill paying via affiliate entities
- Asset aggregation services
- Online storage of important documents