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