Sanctuary Advisors offers access to a wide range of core and specialized money managers. We provide more options to clients, so you have investment solutions that span the entire risk-reward continuum.
We also offer a fully liquid and transparent global multi-asset, multi-strategy approach to managing client portfolios. By using cost- and tax-efficient investments we create portfolios tailored to client-specific risk parameters.
INDEPENDENT, OBJECTIVE INVESTMENT ADVICE
Sanctuary Advisors offers a truly open architecture platform. For clients, the benefit is that we offer access to the full universe of investment managers and specialized financial services professionals.
Equally as important, we’re focused on advice and solutions, not selling brokerage products. We’re committed to your long-term financial objectives. And, we provide transparency of fees. We want to ensure that you know exactly what you’re paying for.
successfully completed Investment Wealth Institute Endowment and Foundation Consulting curriculum
ROBUST, RESEARCH AND DUE DILLIGENCE
Sanctuary also leverages our access to Morningstar research to evaluate and model traditional and alternative investments. They provide deep operational due diligence expertise that allows us to make effective and safe decisions about your portfolio.
INSTITUTIONAL STRENGTH WITH BOUTIQUE FLEXIBILITY
Our affiliation with JMP Group (NYSE: JMP) provides stability and financial muscle. Our size and strength allows us to create an investment program to meet the unique needs of every client. At the same time, we have the capacity to react swiftly to changing market conditions
PERSONALIZED WEALTH MANAGEMENT
Sanctuary Advisors has a disciplined wealth management process that includes asset allocation modeling, as well as expertise in estate, tax, and philanthropic planning. We provide consolidated performance reporting on all investment assets, even those on which we are not advising. A comprehensive picture of your assets is critical to making the best investment decisions possible.
Successfully completed Investment Wealth Institute Endowment and Foundation Consulting curriculum.
Investment Wealth Institute Endowment and Foundation Consulting curriculum
