Partners in...

Serving Your Clients

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The Sanctuary Investment Solutions (“SIS”) group was built to provide our network of partner firms with valuable investment products and strategies, to help deliver highly differentiated investment opportunities.

With decades of direct experience, our team of specialists will provide a comprehensive range of customized solutions with responsive and reliable service to ensure your needs are promptly and fully addressed. Our scalable, efficient portfolio construction and engineering allows us to manage a low-cost environment across execution, rebalancing, capital gains and fees. As part of the Sanctuary family, we are keenly in tune with your needs, and will proactively reach out with new services and solutions as are they are made available. You will also have direct access to our dedicated team to answer any questions.

We are partners in your success.

Our advanced platform

Experienced Team

When you want to work with a uniquely experienced team who can deliver repeatable and effective investment solutions...

Experienced Team

Portfolios & Strategies

When you’re looking for distinct strategies to help your clients efficiently accomplish their goals and objectives...

Portfolios & Strategies

Capital Markets

When you need comprehensive portfolio analysis and research across multiple products and asset classes...

Capital Markets

Experienced Team

Experienced Team

When you want to work with a uniquely experienced team who can deliver repeatable and effective investment solutions...

Portfolios & Strategies

Portfolios & Strategies

When you’re looking for distinct strategies to help your clients efficiently accomplish their goals and objectives...

Capital Markets

Capital Markets

When you need comprehensive portfolio analysis and research across multiple products and asset classes...

Our Difference

Powered by
financial science

Our strategies share a common investment approach that combines a philosophy based on financial science with expert implementation aimed at increasing expected returns and managing risks

Decades of real
world experience

The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles

choice of optimal
investment vehicles

Our goal is to deliver low-cost, broadly diversified solutions in mutual fund, Exchange-Traded Fund (ETF) and separate account formats so that financial professionals and investors can choose the optimal vehicle to fit their clients’ circumstances

built with
a purpose

Sanctuary Investment Solutions has developed a reputation for client care, stewardship and stability

Powered by
financial science

Decades of
real world
experience

choice of optimal
investment vehicles

built with
a purpose

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