In today’s modern investment landscape, it’s not the quantity of information that matters—it’s the quality. Sanderson’s investment consulting is distinguished in numerous ways, but it all comes down to delivering unbiased, trustworthy advice that’s difficult to find in our conflicted industry. Our forward-looking philosophy ignores the noise and hones in on the real signals of the markets—allowing you to make informed investment decisions.
At Sanderson, our advisors are highly experienced and hold credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®),and Certified Public Accountant (CPA). Rest assured, you will always collaborate with our select, longstanding team who understands your family, their preferences, and behavioral characteristics.
We also take great pride in conducting proprietary research. Relying on our own experience and knowledge, rather than outside influences, we stay on the forefront of the markets. When opportunities or threats present themselves, you’ll be in the prime position to act accordingly.
Meet Our Investment Team
Founder, President, Chief Executive Officer
Vice President and Chief Compliance Officer
Partner, Vice President of Investment Advisory Services, Controller
C. Michael Bader
Vice President of Investment Advisory Services, Chief Financial Officer
Vice President of Investment Advisory Services
Chief Investment Officer and Chief Operating Officer
Director of Wealth Planning
Financial Advisor, Director of Compliance
Executive Assistant to John Sanderson
Global Investment strategy.
Our asset allocation goes beyond traditional stocks and bonds. We take a true global outlook to diversify your portfolio from standard market risk, including significant offshore holding based on insights from our hand-picked subject matter experts. Plus, thanks to our open architecture, you are not limited to the platforms or funds you can select.
Sanderson Asset Allocation
Tailored client experience.
In order to devote the superb level of time and attention your wealth deserves, we limit the number of high-net-worth clients our advisors serve. Not only can you look forward to personalized service, but you also determine the level and means of communication and reporting, including face-to-face and digital options.
Regardless of whether we interact once a week, once a quarter, or once a year, you can count on a prompt, helpful response. In fact, we’re here to answer any and all financial questions you may have—whether they relate to your portfolio or otherwise. In the rare instances where we can’t draw on our own knowledge and experience to provide you with the appropriate answer, we will personally seek out a subject matter expert who can.
Sanderson Wealth Management is an SEC Registered Investment Advisor with a fiduciary standard of care for all the things we do. Of course, making decisions in your best interest isn’t just our legal responsibility, it’s the only way we know how to do business.
FIDUCIARY VS. SUITABILITY STANDARD
While it may be assumed that all investment advisors act in a fiduciary capacity, the fact is the industry is heavily conflicted. Upwards of 90% of investment advisors are able to place their interest ahead of the client’s (such as selling their own products), if the advice is deemed suitable (source: Cerulli U.S. RIA Industry Report, 2017). Sanderson is proud to be part of the 11.9% of RIA-only firms that always treat you as the top stakeholder. We ask, is “suitable advice” good enough for your wealth? Learn more about our fiduciary standards.
The first three quarters of 2017 have been great for investors. John Gullo provides a comprehensive review in our quarterly newsletter.read more
In our Second Quarter 2017 newsletter, John Gullo covers the continued optimism in the financial market, the first 100 days of the Trump presidency, and many other important updates.read more
Looking back at the first quarter of 2017, John Gullo details the financial market, major asset class returns, oil prices, non-core bonds, and more.read more
2016 was an up-and-down year for investors. For our Investment Year in Review 2016, John Gullo takes a look at the most pertinent topics that impacted your wealth.read more
With the 2016 election in the history books, John Gullo discusses Donald Trump’s campaign promises, the immediate financial reaction, and what we can expect moving forward.read more
John Gullo provides an comprehensive investment review for Q3 2016, including major asset class returns, ZIRP and NIRP, bond yields and risks, and more.read more
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.