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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2004
- Office Locations
- 1
Office Locations
About Sandstone Asset Management Inc.
Sandstone Asset Management provides discretionary portfolio management for high-net-worth entrepreneurs, multigenerational families (including estates and trusts) and foundations, with integrated wealth/estate planning and philanthropic support. Portfolios emphasize active asset allocation and value-focused investing, often implemented with ETFs and investment-grade credit. Recently recertified as a B Corporation.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
SHARON ELIZABETH WATKINS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 50% but less than 75%
BRENT DONALD PICKERL
President
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,294,568 | $2,621,385 |
| Non-Discretionary | $428,966 | $142,989 |
| Total | $330,723,534 | $2,563,748 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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