Business Details
22 Years
experience
Your Trusted Partner for Personalized Investment Strategies
Founded in 2004, Sandhill Investment Management has remained steadfast in its commitment to delivering superior client service through research-driven investment strategies. Our team of experienced professionals has grown from a small group of passionate researchers to a nationally recognized firm managing over $2.4 billion in assets. We specialize in active management, concentrated portfolios, and bottom-up research to create tailored solutions for individuals, families, and institutions. Our philosophy emphasizes long-term growth, prudence in decision-making, and a client-first approach that prioritizes transparency and accountability. With 20 years of GIPS compliance, we uphold the highest industry standards for reporting and performance measurement.Our focus on undervalued companies with structural advantages has consistently generated sustainable value for clients. We serve clients across 44 states, offering personalized service and a dedication to exceeding expectations through disciplined capital allocation. Our teams expertise in financial planning, portfolio management, and market analysis ensures a comprehensive approach to wealth creation. By combining innovative research with a commitment to integrity, we strive to earn trust daily and deliver exceptional investment outcomes.
Services
Proprietary Portfolios
Corporate Bond Strategies
Concentrated Equity
Institutional Services
Retirement Planning
Portfolio Management
Financial Advisory
Market Research
Wealth Management
Investment Consulting
Details
- Year established: 2004
Highlights and features
- We have 20 years of experience in active investment management.
- Our $2.4 billion AUM reflects proven portfolio growth strategies.
- Proprietary research identifies undervalued companies with long-term potential.
- We offer personalized solutions tailored to individual financial goals.
- GIPS compliance ensures industry-leading reporting and performance standards.
Associations and certifications
- GIPS compliant
Services
Proprietary Portfolios
Our proprietary investment portfolios combine concentrated equity strategies with active management to maximize returns. Focused on companies with strong growth potential, these portfolios leverage bottom-up research to identify undervalued opportunities. Designed for long-term wealth creation, they emphasize disciplined capital allocation and rigorous market analysis.
Corporate Bond Strategies
Tailored corporate bond solutions balance risk and reward through meticulous credit analysis. We prioritize high-quality issuers with favorable debt structures to generate consistent income. Our approach combines fundamental research with macroeconomic insights to optimize fixed-income allocations for client portfolios.
Institutional Services
Comprehensive asset management services cater to institutional clients' unique fiduciary responsibilities. Offering separately managed accounts, we provide flexibility in custodian selection and performance reporting against industry benchmarks. Our strategies focus on risk-adjusted returns through active portfolio construction.
Retirement Planning
Holistic retirement strategies integrate portfolio growth with tax-efficient withdrawal planning. We analyze individual risk tolerance and income needs to create sustainable income streams. Our approach combines growth-oriented investments with prudent risk management for long-term financial security.
Market Research
In-depth market research informs all investment decisions through fundamental analysis of companies and industries. Our reports combine quantitative metrics with qualitative assessments of management teams and competitive landscapes. This research drives actionable insights for portfolio construction and market positioning.
People
Edwin M. Johnston III
Partner, Founder
Co-founder with 20 years of experience in active management. Pioneered Sandhill Investment's research-driven investment philosophy. Focuses on identifying undervalued companies with long-term growth potential. Committed to delivering superior risk-adjusted returns through disciplined capital allocation.
Richard Ryskalczyk
Managing Partner, Lead Portfolio Manager
CFA charterholder leading portfolio management since 2011. Oversees $2.4 billion in assets with expertise in concentrated equity strategies. Brings 14 years of institutional investment experience to client solutions. Emphasizes bottom-up research and long-term value creation.
Shant Goubrial
Managing Partner, COO
Chief Operating Officer managing firm operations since 2008. Specializes in optimizing investment processes and client service protocols. Ensures operational efficiency across research, portfolio management, and client reporting functions while maintaining GIPS compliance standards.
Larry Stolzenburg
Partner, Head of Advisory Services
CPA with 25+ years in financial advisory. Leads client relationship management and customized solution development. Focuses on aligning investment strategies with individual financial goals through comprehensive needs analysis and portfolio construction.
Ryan Myers
Partner, Chief Compliance Officer
CFA charterholder ensuring adherence to regulatory standards since 2010. Oversees compliance programs and risk management frameworks. Maintains Sandhill Investment's 20-year GIPS compliance record while safeguarding client interests through ethical investment practices.
Questions
What investment strategies do you offer?
We provide five proprietary strategies focused on concentrated equity, corporate bonds, and long-term growth. Our approaches include active management, bottom-up research, and risk-adjusted portfolio construction for individuals and institutions.
How does Sandhill Investment's investment approach differ from others?
Our strategy combines concentrated portfolios of up to 30 stocks with fundamental analysis. We prioritize bottom-up research over macroeconomic trends, focusing on company-specific fundamentals to identify undervalued opportunities with strong growth potential.
What services are available for institutional clients?
Institutional services include separately managed accounts with custodian flexibility. We offer benchmark reporting to databases like Morningstar and Mercer, with strategies tailored to fiduciary responsibilities and long-term capital preservation goals.
How long has Sandhill Investment been in operation?
We've provided investment management services since 2004, with 20 years of continuous GIPS compliance. Our team maintains expertise through ongoing professional development and market research.
What areas do you serve?
We serve clients in 44 U.S. states through a combination of in-person meetings and virtual consultations. Our services accommodate both local Buffalo, NY clients and national institutional investors.
How do you ensure investment quality?
Our team conducts rigorous fundamental analysis focusing on free cash flow, management quality, and competitive advantages. We maintain strict sell disciplines and continuous portfolio monitoring to uphold investment standards.
