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.
2014 was marked by increased volatility and renewed concerns about global economic growth prospects. John Gullo covers it all in his Year in Review.read more
Headlines from around the world impacted the stock and bonds market in Q3 2014. John Gullo summarizes those and other financial updates in our quarterly newsletter.read more
In our Q2 2014 newsletter, John Gullo discusses continued volatility, corporate revenues, domestic economic growth, the U.S. Federal Reserve, and more.read more
From the top-performing asset classes to geopolitical concerns in Russian and Ukraine, John Gullo provides a comprehensive investment review in our Q1 2014 newsletter.read more
All investments involve some level of risk. John Gullo breaks down the risks associated with three major asset classes: core bonds, stocks, and non-traditional assets.read more
Global stocks were up sharply in 2013, but that wasn’t the only financial story. In his Year in Review, John Gullo also discusses the U.S. labor market, central bank activity, the Bipartisan Budget Act of 2013, and more.read more
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.