Medway, MA Office

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.