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Sandhill Investment Management

Updated today

Client assets under management

$2,094,096,155

Clients

2,044

18% high-net worth

Advisors

13

of 22 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

157

Very High

Average account size

$1,024,509

About

Sandhill Investment Management serves individual and high‑net‑worth clients as well as a range of institutional and retirement‑plan clients, including trusts, foundations, corporations, and pension plans. In addition to direct portfolio management, the firm provides sub‑advisory services and delivers model portfolios to wrap‑fee and Unified Managed Account (UMA) platforms.

The firm’s investment approach relies on fundamental, bottom‑up research focused on companies with structural economic advantages, strong free cash flow, and high returns on invested capital, with purchases subject to defined valuation metrics. Sandhill generally implements a long‑term, buy‑and‑hold orientation while offering diversified asset allocation strategies (recently expanded to include “CorePlus”), municipal bond and preferred‑equity strategies, and limited access to alternative investments for accredited investors.

Distinctive features include its active role managing pooled vehicles and serving as sub‑advisor across multiple third‑party platforms — capabilities that are less common among multi‑team firms. The firm also does not offer standalone financial planning services, setting it apart from many peers that include planning as a routine part of their service mix.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing

Fee options

Percentage

$0+: Equity Only Accounts: 1.00% $0+: Corporate Bond Only Accounts: 0.65% $0+: Preferred Equity Only Accounts: 0.75% $0+: Balanced Accounts: 1.00%

Other

Account minimum: $250,000

Main office location

Sandhill Investment Management

40 Fountain Plaza, Suite 1300

Buffalo NY 14202, United States

Number of offices

2

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas B

Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

Thomas Baker is a financial advisor at Sandhill Investment Management in Buffalo, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Sandhill since 2016, following four years at Key Private Bank. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions, and it serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Larry S

Series 65

Buffalo, NY

Sandhill Investment Management

Larry Stolzenburg is a Series 65 licensed advisor with 18 years of experience at Sandhill Investment Management in Buffalo, NY, where he has worked since 2008. He also operates Larry S. Stolzenburg, CPA, PC, a firm he has been associated with since 1988. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts. The firm employs a research-driven investment process focused on fundamental analysis and offers discretionary and non-discretionary portfolio management, model delivery for UMA programs, sub-advisory services, and specialized strategies such as municipal bond investments and alternative assets for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Stephen G

Series 63, Series 65

Buffalo, MN

Sandhill Investment Management

Stephen Garvin is a financial advisor with Sandhill Investment Management in Buffalo, MN, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Sandhill since 2013. Outside of his advisory role, Garvin is involved in several business ventures, including ownership of a family apple orchard and participation as a limited partner in a restaurant. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and valuation, generally pursuing long-term equity positions and cyclical entry points.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Paul S

Series 63, Series 65

Litchfield, CT

Sandhill Investment Management

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Christopher K

CFP®, Series 66

Buffalo, NY

Sandhill Investment Management

Christopher Kicinski is a CFP® and Series 66-registered advisor at Sandhill Investment Management with 4 years of industry experience. He has been with Sandhill Investment Management since 2011. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, UMA model delivery, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions, and it is notable for its role as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Ryan M

Series 66

Buffalo, NY

Sandhill Investment Management

Ryan Myers is a financial advisor with Sandhill Investment Management in Buffalo, NY, holding a Series 66 license and seven years of industry experience. He has been with Sandhill since 2016. Outside of his advisory role, Myers operates Compliance Approved, LLC, a software company that offers an AI-powered tool for reviewing marketing materials for potential SEC and FINRA compliance issues. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm follows a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Shant G

Series 65

Buffalo, NY

Sandhill Investment Management

Shant Goubrial is a financial advisor at Sandhill Investment Management with four years of industry experience. He holds a Series 65 designation and has been with Sandhill since 2011. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Edwin J

Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

Edwin Johnston is a financial advisor at Sandhill Investment Management with Series 63 and Series 65 credentials and four years of industry experience. He has been affiliated with Sandhill Capital Partners LLC since 2004. Sandhill Investment Management provides portfolio management, model delivery for UMA programs, and sub-advisory services to individuals, high-net-worth investors, institutions, retirement plans, and trusts. The firm employs a research-driven investment process focused on fundamental analysis and valuation, offering strategies including a municipal bond approach for tax-sensitive investors and access to alternative investments for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Brian D

ChFC®, Series 63, Series 65

Medway, MA

Sandhill Investment Management

Brian Dillon is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with Sandhill Investment Management since 2019. His prior roles include positions at MMA Agency, MMA Securities, and Fiduciary Investment Advisors, LLC. Outside of his advisory work, he serves as a Regional Vice President and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts through discretionary and non-discretionary portfolio management, model delivery, and sub-advisory services. The firm employs a research-driven investment process emphasizing fundamental analysis and serves as a sub-advisor and model provider to national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Numayer K

Series 66

Buffalo, NY

Sandhill Investment Management

Numayer Khan is a financial advisor at Sandhill Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at Independent Financial Group, LLC, Maks Pharma & Diagnostics, Inc., and Rogosin Brooklyn Home Dialysis. Khan was also a full-time student for nine years prior to his advisory career. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, and sub-advisory services. The firm uses a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Christian M

CFP®

Buffalo, NY

Sandhill Investment Management

Christian Martinez is a CFP® professional at Sandhill Investment Management with four years of industry experience. He has been with Sandhill since 2018 and previously worked at Empire EMCO, Dex.YP, Inside Sales Team, and Supplemental Healthcare. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm employs a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

John C

CFP®, Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

John Canty is a CFP® with 17 years of industry experience. He is currently an advisor at Sandhill Investment Management and previously worked for 14 years at Roosevelt & Cross, Incorporated. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm follows a research-driven investment process focused on fundamental analysis and long-term equity positions.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Kristyna H

Series 65

Buffalo, NY

Sandhill Investment Management

Kristyna Hassler is a financial advisor at Sandhill Investment Management with five years of industry experience. She holds a Series 65 designation and has been with Sandhill Investment Management throughout her career. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by offering discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm’s investment process is research-driven, focusing on fundamental analysis and long-term equity positions, and it also provides retirement plan consulting and access to alternative investments for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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