Sandhill Wealth Management, Inc.

Sandhill Wealth Management provides discretionary wealth management and portfolio management to individuals (including high-net-worth clients), trusts, estates, business entities, and charitable organizations. The firm offers advice across a broad set of investment products—listed and OTC equities, mutual funds and ETFs, fixed income, options, and variable insurance products—and conducts regular reviews of client portfolios.

The firm’s investment approach emphasizes a long-term buy-and-hold strategy supplemented by fundamental and technical analysis, periodic rebalancing, and the ability to use options strategies and margin when appropriate. Portfolios are tailored to individual goals and risk profiles, clients may impose reasonable restrictions, and the adviser may reallocate holdings in response to large-scale macroeconomic changes.

Notably for a small, supported firm, Sandhill provides access to privately offered and pooled investment vehicles (e.g., hedge funds, private equity, venture capital, real estate and energy-related interests), a capability that is relatively uncommon among peers. The brochure also discloses that its advisory representatives may hold securities and insurance licenses and receive additional compensation for sales of certain products, which the firm addresses through disclosure and supervisory procedures.