The Work Index by Flexa

SANDSTONE Asset Management Inc

SANDSTONE Asset Management Inc. is a Calgary-based wealth management firm offering discretionary investment management services to individuals, foundations, and family trusts.

https://www.sandstoneam.com/
4.9

/10

Transparency ranking

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Description

SANDSTONE Asset Management Inc. is a Calgary-based wealth management firm specializing in providing discretionary investment management services to high-net-worth individuals, foundations, and family trusts. Founded in 2004, SANDSTONE prioritizes active portfolio management and a long-term investment approach, utilizing rigorous research and analysis, with a focus on value investing. They are known for their commitment to community, holding B Corp certification and actively engaging in philanthropic efforts.

Beyond their investment services, SANDSTONE offers comprehensive wealth management solutions, including financial and estate planning, private equity fund access, and personalized education for clients and their families. Their approach emphasizes transparency, independence, and client-centricity, ensuring that each client's unique financial goals and personal values are met with a tailored strategy.

Flexibility

SANDSTONE Asset Management Inc. does not explicitly mention job flexibility in its website content or job postings. Therefore, there is no information available regarding work-from-home options, remote work opportunities, flexible hours, or other forms of job flexibility.

Office based

Benefits

SANDSTONE Asset Management offers a competitive benefits package to its employees. They provide 40 hours of annual paid volunteer time, encouraging their staff to engage in charitable endeavors. SANDSTONE also offers a unique Capital Maintenance Index (CMI), allowing employees to track progress and make informed investment decisions.

Mission

SANDSTONE Asset Management Inc. is a Calgary-based wealth management firm dedicated to providing intelligent and independent investment expertise, resulting in top-ranked returns for their clients. They strive to preserve and grow their clients' assets by investing globally and utilizing an active portfolio management approach backed by detailed research and analysis. Their philosophy prioritizes both people and profit, fostering a commitment to community engagement and ethical investment practices.

Social impact led

Culture

SANDSTONE Asset Management cultivates a culture built on a foundation of collaboration, intellectual curiosity, and social responsibility. They value their employees as partners, fostering a culture of open communication and knowledge sharing. Their commitment to ethical investing and community engagement is ingrained in their core values, creating an environment that prioritizes growth both personally and professionally, while emphasizing the importance of making a positive impact on the world.

Engaging
Entrepreneurial
People-first
Supportive
Transparent

DE&I

SANDSTONE Asset Management demonstrates a commitment to diversity, equity, and inclusion through various initiatives. As a certified B Corp, they prioritize ethical and social responsibility, fostering a diverse and inclusive workplace culture. Their commitment to community engagement extends to supporting initiatives that promote equity and access for underrepresented groups. While specific details regarding diversity policies or employee demographics are not explicitly mentioned, their B Corp certification and active community involvement suggest a company culture that values diversity and strives to create a more equitable and inclusive environment.

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