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Investment Philosophy

IN A WORLD THAT FAVORS IMMEDIACY, we find it important to take a longer-term approach to analyze the way the world is changing. As we have seen many times over our firm’s history, true change can take time, however it can present powerful opportunities. Our approach is to find the true underlying reasons as to why society is going through change and analyze the investment opportunities that these changes bring.

Our conviction is that the world has a constant need and desire to continually innovate. Analyzing the world with a unique perspective allows us to find the innovators of the world who are on the forefront of these societal changes.

When we are looking at placing client’s assets in a certain position, we spend a lot of time talking about value. From an investment perspective, markets follow the law of undulation – meaning short term sentiment can move from excessive optimism to extreme pessimism. We continually analyze our investments to make sure they are properly valued relative to their long-term growth potential. As this changes, the asset classes and markets we invest in will continue to evolve.

The investment management team at Sandvold Financial Group looks forward to finding the next societal change and the future innovators of the world!

We see the big picture to your financial future. 

Individualized Planning 

Sandvold Financial Group provides planning based on specific needs for you and your family. We are an independent organization, therefore we bring an unbiased opinion and have no allegiance toward specific investments or investment organizations. As we have such a multitude of options available we are able to create individualized plans to better serve you and your financial goals.

Proactive Management

We know how quickly the market can change and, even more important, how your priorities can change. We take a proactive approach in managing your investments, ensuring you are kept up to date on our analysis of market trends and the economy and how those changes fit into your financial plan. Through our quarterly reviews we make sure we are up to date on your life and financial goals and can adjust your plan as needed.

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