Helena, MT Office

Sankala Group LLC is a fee-only, SEC-registered investment adviser serving individual (including high-net-worth) and institutional clients through discretionary asset management and non-discretionary investment advisory and consulting. The four-advisor team manages regulatory AUM of about $159 million across separately managed accounts and provides portfolio/performance reviews, asset allocation advice, retirement account guidance, and third-party manager analysis.

The firm’s investment approach emphasizes diversified global equity portfolios with a value-biased orientation, combining macroeconomic, fundamental and technical analysis to construct portfolios using ETFs, closed-end funds, REITs, bonds and individual equities. Trading is typically discretionary and reviewed at least quarterly; the firm also uses options (covered calls and protective puts) and may employ short-selling for qualified clients as part of risk management and income-generating strategies.

What is distinctive is the firm’s operational use of derivatives and margin/borrowing within separately managed accounts—practices that are less common among similarly sized team advisers—and its advisory footprint that extends beyond RAUM to a larger assets-under-advisement figure that includes private, non-traded investments and consultative mandates. Operationally, the firm also supports electronic custodial fee debits and, with client authorization, may use standing letters of authorization to facilitate payments to third parties, reflecting a broader set of custody and service arrangements than some peers.