Private Pool

"Destiny is no matter of chance.  It is a matter of choice.  It is not a thing to be waited for, it is a thing to be achieved."

William Jennings Bryan

In 2009, we launched the SANDSTONE Global Growth Pool (SGGP) to provide investors with the full benefits of professional money management.  This Private Pool is designed to take advantage of opportunities that are normally restricted to Foundations, Pensions & Endowments.  Investors in Private Pools benefit from economies of scale, which allow for lower trading costs per dollar of investment, as well as from diversification and professional money management.

 

Investment Advisory Services

  • Professional Money Management
  • Access to Hedging Strategies
  • Diversification of Geography, Sector, and Style
  • Exposure to Developed Asia and Emerging Markets

Regular Contact

  • Our informative quarterly Portfolio Strategist which identifies emerging trends and opportunities in the global marketplace
  • Quarterly Pool Updates

Accurate Timely Reporting

  • Simplified Tax Reporting: Income, Return of Capital, Dividends, Capital Gain/Loss all consolidated and reported annually
  • Web access to your account, including online access to archived statements and tax forms.

Education/Research

  • Annual Sandstone OUTLOOK with CEO perspective on markets
  • Annual Sandstone CONNECTS event featuring experts addressing social and humanitarian issues

Administrative Services

  • Reduced Transaction costs
  • Dividend Reinvestment Plan
  • Weekly Entry/Exit opportunities from the Private Pool