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"Try not to be a man of success but rather try to become a man of value."

Albert Einstein

SANDSTONE Asset Management Inc.  provides discretionary investment management services to private individuals ranging from entrepreneurs to inheritors.  We focus on a limited number of clients who meet our minimum investment requirements to ensure the highest standard of personal service.

 

Investment Advisory Services

  • Develop a customized Investment Policy Statement
  • Provide Discretionary Money Management
  • Access to Private Equity Opportunity (Mezzanine Financing, Angel Investing, etc.)
  • Offer assistance in investment, tax and estate planning

 Regular Contact

  • Encourage Quarterly Meetings for the 1st year then frequency is determined by the client
  • Our informative quarterly Portfolio Strategist which identifies emerging trends and opportunities in the global marketplace
  • Access to the entire Portfolio Management Team
  • Our ongoing Investment Insights which offers current market commentary

 Accurate Timely Reporting

  • Web access to your account, including online access to archived statements and tax forms.  
  • Customized reports that focus on your exposure to geographical and sectoral regions for your consolidated portfolio or each individual account. 
  • Performance reports concentrate on the security, asset class or the entire portfolio each reported in Multi-currency.
  • Clear and concise Tax Reporting sent to you and/or your accountant

 Education/Research

  • Special programs for youth and family members: "Report to Kids", 2nd Generation Wealth, Dividend Growth Seminars
  • Annual Sandstone OUTLOOK with CEO perspective on markets
  • Annual Sandstone CONNECTS event featuring experts addressing social and humanitarian issues

 Administrative Services

  • Specialization in cross-border issues
  • Work mutually with your team of advisors (accountant, legal counsel, etc.)
  • Tiered Fee Structure