Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC is a registered investment advisor with the SEC, established in 1982. The firm specializes in providing investment management and wealth management services to high-net-worth individuals, families, trusts, organizations, and various entities. Acting as a fiduciary, the firm prioritizes clients' interests and aims to address their unique needs while striving to provide conflict-free services. SHGA offers investment management services on a discretionary basis, with fees based on a percentage of assets under management. Additionally, the firm provides financial planning and wealth management services, along with hourly financial advisory services for clients navigating life transitions. Clients must have a minimum aggregate account size of $2,500,000, although this requirement may be waived at the firm's discretion. SHGA's investment strategies involve a long-term, fundamental approach, utilizing a mix of active and passive investments across asset classes. The firm's investment philosophy emphasizes asset allocation as a key driver of returns. Clients receive quarterly reports and have the option for directed brokerage. SHGA does not charge performance-based fees and has not been involved in legal or disciplinary events. The firm's financial condition is stable, with a financing arrangement in place to support operations and expansion.