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Sandhill Investment Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Sandhill Investment Management

Sandhill Investment Management is a financial advisory firm based in Buffalo, New York, specializing in portfolio management. While the firm provides private clients and institutions with access to three of its proprietary investment portfolios, advisors can also create balanced portfolios for their clients.

The firm, however, does not offer financial planning services for such areas as estate planning and retirement income strategies. If you're seeking this kind of advice, use our advisor matching tool. It recommends up to three advisors in your area who can meet these needs. 

Edwin “Tim” Johnston, founder and current managing partner of Sandhill Investment Management, has been featured in Barron’s. The outlet described Sandhill has "one the best stock-picking teams in the U.S."   

Sandhill Investment Management Background

Johnston founded Sandhill Investment Management in 2002. He is the biggest shareholder in the firm, while 10 others have smaller stakes in the business. 

The Sandhill team includes one certified public accountants (CPAs), three chartered financial analysts (CFAs), two certified financial planner (CFPs), one accredited investment fiduciary analyst (AIFA) and a chartered financial consultant (ChFC).

Sandhill Investment Management Client Types and Minimum Account Sizes

Sandhill Investment Management works with individuals both above and below the high-net-worth threshold, businesses, pension and profit-sharing plans, trusts, estates, charities, foundations and endowments. The firm also serves other advisors through separately managed account wrap-fee programs.

The firm generally requires a minimum investment of $250,000 to engage in its proprietary portfolios. However, it may accept smaller investments under certain circumstances. 

Services Offered by Sandhill Investment Management 

Sandhill Investment Management specializes in portfolio management services. As noted earlier, it has three proprietary investment strategies. They are:

Concentrated Equity Alpha - invests in 30 large-cap franchise companies. This portfolio seeks risk-adjusted returns and is designed for the long-term and growth-oriented investors.  

Large-Cap Yield - invests in 34 large-cap stocks that the firm deems to have strong management and earnings growth. This strategy focuses on long-term capital appreciation. 

Corporate Bond - invests in corporate bonds that mature within three to nine years. This portfolio aims for capital preservation and income. 

In addition, the firm’s advisors can build balanced portfolios utilizing the stocks and bonds found in the firm’s proprietary portfolios. Sandhill Investment Management’s advisors tailor the asset allocation of a balanced portfolio to the client’s risk tolerance. 

Sandhill Investment Management Investment Philosophy

Sandhill Investment Management designs each of its portfolios to meet a certain objective. For instance, the Concentrated Equity Alpha aims for long-term growth and risk-adjusted returns. So the investment team looks at specific large-cap stocks it believes can help it meet these goals. 

When evaluating securities, the firm primarily relies on fundamental analysis. This entails taking a deep dive into available information about the condition of a company it may invest in.

The firm's advisors may explore factors such as cost of production advantage, supply constraints, brand awareness and other factors. 

Fees Under Sandhill Investment Management 

Sandhill Investment Management charges asset-based fees that vary based on the composition of your portfolio. These fees are: 

  • Equity-only strategies - 1.00% of assets under management (AUM)
  • Fixed income-only strategies - 0.65% of AUM
  • Balanced strategies - 1.00% of AUM

Here's what your annual fees would look like depending on the size and type of your account:

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Estimated Investment Management Fees for equity-only and balanced strategies at Sandhill Investment Management*
Your Assets Sandhill Investment Mangaement Fee Amounts
$500K $5,000
$1MM $10,000
$5MM $50,000
$10MM $100,000

 

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Estimated Investment Management Fees for fixed income-only strategies at Sandhill Investment Management*
Your Assets Sandhill Investment Management Fee Amounts
$500K $3,250 
$1MM $6,500 
$5MM $32,500 
$10MM $65,000 

The firm bills these fees quarterly in advance. The valuation of your account would be based on the closing prices of securities held in your account on the last day of the month prior to your quarterly billing. 

What to Watch Out For

Within the past 10 years, Sandhill Investment Management has not undergone any legal or disciplinary action that would be material to a potential client’s evaluation of the firm’s business. You can learn more about the firm’s current activities by accessing its Form ADV on the official website of the Securities and Exchange Commission (SEC).

Sandhill Investment Management focuses on portfolio management. So it doesn’t offer financial planning services for such things as saving for retirement, estate planning or life insurance policy analysis. 

Opening an Account With Sandhill Investment Management

To open an account with Sandhill Investment Management, visit the firm's website and click on the "Contact" tab. You can also call the firm directly at (716) 852-0279.

Tips for Finding the Right Financial Advisor

  • A financial advisor can help you make he right decisions with your money. Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • Before you select a financial advisor, be sure to ask these five questions. Remember that not all advisors uphold the same standards. They also don't have to have any training to call themselves advisors. 

All information was accurate as of the writing of this article.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.