Sander Capital Advisors, Inc.

Sander Capital Advisors manages individually tailored equity portfolios for high‑net‑worth individuals, trusts, estates and charitable organizations, with an emphasis on large‑capitalization securities and money market funds. The firm does not offer financial planning or formal asset allocation services and does not participate in wrap fee programs.

The investment process combines top‑down economic analysis with bottom‑up fundamental research, using screens such as a P/E‑to‑growth ranking and consensus earnings models to identify large‑cap, growth‑oriented candidates. Portfolios are relatively concentrated—typically about 20 stocks with initial positions of 2–5% and potential concentrations up to roughly 10% in a single security or 30% in an industry—managed on a discretionary, individually serviced basis with modest turnover (about 25% annually).

Noteworthy features include a small client roster relative to assets under management—approximately $210 million across roughly 15 clients—reflecting substantially larger average account sizes and a focus on HNW relationships rather than retail, non‑HNW individuals. The firm also discloses that a principal is active in a family real‑estate rental business in a limited capacity (about 10 hours per week), and client proxies are delivered directly by custodians rather than being voted by the adviser.