What the Project Is
CREATING POSSIBILITIES FOR YOUR FINANCIAL FUTURE… SANDSTONE Asset Management specializes in discretionary investment services for the discerning investor. Based out of Calgary, this firm offers discretionary wealth management for high-net-worth entrepreneurs, families—including their estates and trusts—and foundations. Sandstone Asset Management doesn’t just manage wealth; it cultivates and protects it while supporting clients at every stage of their financial journey. The firm walks alongside its clients to steward legacies that span generations. A philosophy that starts with people and ends with profit is evident in every aspect of the service.
Main Benefits of the Project
Key benefits and facts about the project include:
- Offering intelligent and independent investment expertise with top-ranked returns
- Providing discretionary wealth management tailored for discerning investors
- Supporting high-net-worth entrepreneurs, families, foundations, and family trusts
- Maintaining a global focus – investing across local, national, and international markets
- Embracing a sustainable investment policy that integrates Environmental, Social and Governance (ESG) factors
- A noted B Corp, with a bcorp score of 104.5, highlighting rigorous standards in social and environmental performance
Distinctive Investment Philosophy
DISCRETIONARY WEALTH MANAGEMENT FOR THE DISCERNING INVESTOR forms the backbone of the project’s ethos. The firm’s philosophy is reflective of an unwavering commitment: beginning with people at the core and ending with profit. With an active portfolio management approach, detailed research, and analysis, SANDSTONE continues to support various client needs. Sandstone is proud of its strategic process—leveraging unmatched access to private equity funds and combining that with a team of dedicated, original thinkers. This unique approach ensures that investment decisions are always grounded in solid research and a deep understanding of market dynamics.
Strategic and Global Focus
SANDSTONE’s GLOBAL FOCUS BRINGS YOU A WORLD OF OPPORTUNITY. Nothing is off limits, and the firm is actively engaged in understanding political and economic situations at every level. In a rapidly shifting global landscape, the firm re-examines not only financial and economic factors but also the psychological and fiscal matters that shape today’s world. By investing globally and being highly engaged in local and international issues, Sandstone positions itself as a dynamic player in the industry, ready to adapt and seize opportunities as they arise seamlessly.
Sustainable Management and ESG Integration
The project’s commitment to sustainability is evident in its sustainable investment policy. SANDSTONE firmly believes in integrating Environmental, Social and Governance (ESG) factors into its fundamental investment strategy. Long-term investors in high-quality businesses, the firm understands that ESG issues can affect performance across companies, sectors, regions, countries, and asset classes. This forward-thinking, socially responsible approach not only ensures fiduciary duty to clients but also contributes to a sustainable and prosperous future. With an analytical rigor combined with a deep sense of accountability, the methodology links sound investment practices with ethical responsibility.
Team and Operational Excellence
A key attribute of the project is that SANDSTONE team members are also company owners. This alignment of interest builds trust and confidence among its clients, as the investment strategies are not only professionally executed but also driven by personal commitment. The detailed research, active portfolio management, and continuous examination of global opportunities ensure that the team stays ahead of market trends. It’s a thoughtful, strong team of dedicated original thinkers whose primary goal is to preserve and grow client assets while strengthening long-term relationships built on direction, confidence, and independence.
Project Impact
- SDG 8: Promote sustained, inclusive and sustainable economic growth
- SDG 9: Build resilient infrastructure and promote sustainable industrialization
- SDG 12: Ensure sustainable consumption and production patterns
- SDG 17: Revitalize global partnerships for sustainable development
Driving Future Possibilities
SANDSTONE Asset Management creates opportunities that extend beyond traditional wealth accumulation. From fulfilling philanthropic aspirations to nurturing legacies that span generations, the firm continuously brings direction, confidence, and independence to every relationship that is built. Proud to be a certified B Corp, the firm is an active participant in a global movement where markets are leveraged to address social and environmental challenges. This blend of robust financial strategies and a spirited commitment to social responsibility helps shape a world where investment outcomes lead to both profitable and positive societal impacts. Each step taken by the project is a thoughtful evolution in financial stewardship, aiming for unparalleled growth and stability that benefits not only private individuals but also the broader community.
