Sandstone Asset Management

At SANDSTONE Asset Management, we celebrate 20 years of providing exceptional wealth management services to private individuals, foundations, and family trusts in Calgary. Our journey began with a relentless curiosity to discover new investment opportunities and a commitment to delivering top-ranked returns. Today, we continue to bring direction, confidence, and independence to every relationship we build.

Our Services

As a private client, you can expect discreet investment management services tailored to your unique goals and objectives. Our seasoned experts will work closely with you to create a customized portfolio that aligns with your financial aspirations. Whether you're looking to preserve and grow your assets or achieve specific values for your loved ones, we're here to guide you every step of the way.

For foundations and family trusts, our expertise extends to creating customized capital objectives, simplified tax reporting, and personalized education. We understand the importance of philanthropy and offer not-for-profit fee discounts, ensuring that your giving back is maximized. Our transparent approach allows you to have full control over your financial decisions, with our experienced team participating in every aspect of the process.

Philosophy

At SANDSTONE Asset Management, our philosophy is built around people and ends with profit. We believe that understanding the intricacies of the global investment landscape is crucial to delivering exceptional results. Our team is dedicated to staying ahead of the curve, leveraging their collective expertise to uncover new opportunities and mitigate risks. We're committed to creating a strong, cohesive, and forward-thinking organization that benefits our clients, employees, and community.

Strategy

Our strategy is based on active portfolio management, detailed research and analysis, and unmatched access to a private equity fund. We combine these elements to deliver a highly engaging and personalized experience for each client. Our strength lies in our team of dedicated original thinkers, who work together to identify emerging trends and opportunities. By fostering a culture of collaboration and open communication, we ensure that every investment decision is informed and well-reasoned.

Global Focus

As a global investment manager, we're not limited by geographical boundaries. We invest across the world, seeking out the best opportunities to deliver returns. Our global focus allows us to have a deep understanding of political and economic situations on a local, national, and international level. We're constantly re-examining the financial, psychological, and fiscal matters that shape our world.

Sustainable Investment Policy

At SANDSTONE Asset Management, we recognize the importance of Environmental, Social, and Governance (ESG) factors in our investment decisions. We're committed to integrating these factors into our fundamental investment analysis, aligning our values with our investment objectives. Our approach to sustainable investing is consistent with the framework provided by the United Nations-sponsored Principles for Responsible Investment (PRI).