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Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
In 1950, we opened our doors with a desk and small counter outside the personnel office at the Naval Supply Depot in Mechanicsburg, PA. Today, we have branch locations throughout Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry and York counties. Our members reflect the changing landscape of our geographical footprint as owners of the credit union. We`re local people serving our friends and neighbors in an effort to improve their financial well-being. We can offer lower loan rates and higher savings rates than other financial institutions, with the added benefit of local decisions. We also offer most of the same business services as other financial institutions. We don`t answer to stockholders or a paid board of directors. Our members have always been an integral part of who we are, and that remains so today. We are a growing credit union, but over the years we`ve kept our focus on what really matters - putting our members first.
Fusion Advisor Network is a Elmsford, NY-based company in the Financial Services sector.