Knowledge, Experience, Insight

Use Our Resources To Benefit Your Financial Well-Being

Vigilant for YOUR Success

You should have a seasoned, professional financial analyst managing your portfolio.
The markets are too complex and change too quickly for anything but full time professional management. You can have a Chartered Financial Analyst looking at your portfolio every day, watching for both risks that can be avoided as well as valuable opportunities to create wealth and it will probably cost you less than what you are paying today.

“

Dependable Returns

Our mission is to deliver effective portfolio management at low cost to non-profits and individuals who have made risk control a priority.

Private & Institutional Clients

Proprietary tactical allocation models that actively manage risk and maximize potential returns on investment delivering true value.

One on One Attention

With over 30 years of experience, your portfolio manager will work directly with you in designing, tailoring and managing your portfolio.

Dependable Returns

A disciplined investment strategy requires a consistent application of logical rules for screening and selecting eligible securities. The experience of managing money for clients through all of the major market cycles of the last four decades has been invaluable in informing Sandpiper Capital’s portfolio managers in their consistent efforts to reduce risk and capture potential returns. The ability to look at detailed daily performance records for investment models that go back decades helps us to maintain the objectivity and distance that is an absolutely necessity for a rational decision making process. That combination of many tens of thousands of hours of individual investment experience, advanced education in financial analysis and proven investment models has worked to benefit our clients as they use their financial assets to insure a secure future.

Investment models for both private and institutional clients

Proprietary tactical allocation models that actively manage risk and maximize potential returns on investment. The services we offer to both private and institutional investors include:

Discretionary investment services comprised of customized strategic asset allocation designed to suit your risk tolerance, investment objectives, and financial circumstances.
Sophisticated solutions fueled by proprietary investment models and outside research,
including Bloomberg, JP Morgan and Morningstar.
Management of your annuity sub-accounts as well as guidance on which annuities have the lowest costs.
Value coupled with the reliable execution and low transaction fee services of TD Ameritrade as custodian.
Our fees are only 1%/year on accounts from $100,000 to $10 million.
Cooperation with your existing financial relationships, lawyers, and accountants.

We share YOUR goals

As fee-only investment managers, we enjoy the commonality of interests that makes our job so simple:

To make your money grow predictably, safely and as quickly as the markets will allow.

To produce a dependable, growing stream of income.

To reduce your tax burden.

How Can We Help?

Individual Clients

Discretionary investment services comprised of customized strategic asset allocation models designed to suit your risk tolerance, investment objectives,
and financial circumstances.

ETF Plus Portfolio

Targeted Maturity Treasuries

Cut Carbon Impact Portfolio

Value coupled with the reliable execution and low transaction fee services of TD Ameritrade as custodian.

Our fees are only 1% per year on accounts from $100,000 to $10 million.

Sandpiper Capital Individual Client Services

Institutional Clients

Sophisticated solutions fueled by proprietary investment models and outside research, including Credit Suisse, JP Morgan and Morningstar.

Cooperation with your existing financial relationships, lawyers, and accountants.

Cut Carbon Impact Portfolio

Companies whose boards address carbon impact by:
Setting goals for reducing greenhouse gas emissions, giving management incentives for reaching those goals and that show success at reducing carbon impact give investors the opportunity to benefit the environment while enjoying the rewards that accrue to proactive management. We screen a universe of 14,000 US exchange traded stocks for those with an effective carbon reduction policy to create a diversified portfolio of only the best values.

Targeted Maturity Treasury Portfolio

Treasury securities attraction as a “safe haven” during times of market stress makes them an ideal complement to stock portfolios. The challenge for investors is to know which ones to own. Using Sandpiper’s proprietary models of fair value, the Targeted Maturity Treasury Portfolio emphasizes long maturities when those rates are above fair value and short or intermediate Treasuries when long rates are too low. The benefit to our clients is having a fixed allocation of their total portfolio that outperforms during periods of market stress while earning a competitive risk free rate.

ETF Plus Portfolio

Capturing the returns of a balanced portfolio of low-cost exchange traded mutual funds, the ETF Plus Portfolio benefits from allocation models that realign the ETF portfolios between risky and low risk assets as market and economic circumstances change and also from a stock selection model that only adds individual securities in those rare circumstances where future prospects prove absolutely compelling.

“Gleanings”

Sandpiper Capital’s Quarterly Economic and Market Commentary

“Eventually we get to the
point where the interest cost
gets unsupportable and
spending (and wages) quickly
drop. Looking at expected
rate hikes, I get the sense
that we are about a year
away from the point where
they become a problem.”

January 2018

October 2017
July 2017
April 2017
January 2017

October 2016

July 2016

April 2016

January 2016

Sandpiper Capital

Senior Manager of Sandpiper Capital.

Thomas Lukic – Senior Portfolio Manager, CFA, CIC

Thomas Lukic Biography

Founding partner and managing member, Tom is a Chartered Financial Analyst as well as a Chartered Investment Counselor and Portfolio Manager. He has had primary investment responsibility for assets totaling in excess of $500 million for individuals, non-profits, and corporations.

Beginning his career with A.G. Edwards, he served as an outside advisor to a Virginia Bank Trust Department, a VP with the Asset Management division of a regional bank and as a partner in a regional independent Investment Advisory firm. His community activities have included serving in various volunteer capacities over the last two decades with United Way Of South Hampton Roads, most recently as 2012 Board Chair; serving as a founding member of Amnesty International’s Hampton Roads chapter; judging and coaching local elementary school children in annual Odyssey of the Mind competitions and providing stock market games and creativity coaching to elementary school classes.

ARE YOU READY TO START A CONVERSATION?

Get in touch

Contact information

We are here to serve YOU!
Give us a call, send us an email or fill out the form to send us a message.

(757) 962-4596

inquiries@sandpiper-capital.com

Send us a message

Office Location

Sandpiper Capital

Unlike transaction oriented financial services offered by banks, brokers, and insurance companies, we are fee-only Registered Financial Advisors, and are required by law to always act only in your best interest.
Our mission is to dependably deliver effective portfolio management at low cost to non-profits and individuals who have made risk control a priority.

500 E. Plume Street, Suite 109
Norfolk VA 23510
Phone: (757) 962-4596
Email: inquiries@sandpiper-capital.com

Knowledge, Experience, Insight

Use Our Resources To Benefit Your Financial Well-Being

Vigilant for YOUR Success

Dependable Returns

Private & Institutional Clients

One on One Attention

Dependable Returns

Investment models for both private and institutional clients

Proprietary tactical allocation models that actively manage risk and maximize potential returns on investment. The services we offer to both private and institutional investors include:

We share YOUR goals

As fee-only investment managers, we enjoy the commonality of interests that makes our job so simple:

To make your money grow predictably, safely and as quickly as the markets will allow.

To produce a dependable, growing stream of income.

To reduce your tax burden.

How Can We Help?

Individual Clients

Discretionary investment services comprised of customized strategic asset allocation models designed to suit your risk tolerance, investment objectives,
and financial circumstances.

Value coupled with the reliable execution and low transaction fee services of TD Ameritrade as custodian.

Our fees are only 1% per year on accounts from $100,000 to $10 million.

Institutional Clients

Sophisticated solutions fueled by proprietary investment models and outside research, including Credit Suisse, JP Morgan and Morningstar.

Cooperation with your existing financial relationships, lawyers, and accountants.

Cut Carbon Impact Portfolio

Targeted Maturity Treasury Portfolio

ETF Plus Portfolio

“Gleanings”

Sandpiper Capital’s Quarterly Economic and Market Commentary

“Eventually we get to the
point where the interest cost
gets unsupportable and
spending (and wages) quickly
drop. Looking at expected
rate hikes, I get the sense
that we are about a year
away from the point where
they become a problem.”

July 2018

April 2018

January 2018

January 2016

Sandpiper Capital

Thomas Lukic Biography

ARE YOU READY TO START A CONVERSATION?

Contact information

(757) 962-4596

inquiries@sandpiper-capital.com

Send us a message

Office Location

Knowledge, Experience, Insight

Use Our Resources To Benefit Your Financial Well-Being

Vigilant for YOUR Success

Dependable Returns

Private & Institutional Clients

One on One Attention

Dependable Returns

Investment models for both private and institutional clients

Proprietary tactical allocation models that actively manage risk and maximize potential returns on investment. The services we offer to both private and institutional investors include:

We share YOUR goals

As fee-only investment managers, we enjoy the commonality of interests that makes our job so simple:

To make your money grow predictably, safely and as quickly as the markets will allow.

To produce a dependable, growing stream of income.

To reduce your tax burden.

How Can We Help?

Individual Clients

Discretionary investment services comprised of customized strategic asset allocation models designed to suit your risk tolerance, investment objectives, and financial circumstances.

Value coupled with the reliable execution and low transaction fee services of TD Ameritrade as custodian.

Our fees are only 1% per year on accounts from $100,000 to $10 million.

Institutional Clients

Sophisticated solutions fueled by proprietary investment models and outside research, including Credit Suisse, JP Morgan and Morningstar.

Cooperation with your existing financial relationships, lawyers, and accountants.

Cut Carbon Impact Portfolio

Targeted Maturity Treasury Portfolio

ETF Plus Portfolio

“Gleanings”

Sandpiper Capital’s Quarterly Economic and Market Commentary

“Eventually we get to the point where the interest cost gets unsupportable and spending (and wages) quickly drop. Looking at expected rate hikes, I get the sense that we are about a year away from the point where they become a problem.”

July 2018

April 2018

January 2018

January 2016

Sandpiper Capital

Thomas Lukic Biography

ARE YOU READY TO START A CONVERSATION?

Contact information

(757) 962-4596

inquiries@sandpiper-capital.com

Send us a message

Office Location

Discretionary investment services comprised of customized strategic asset allocation models designed to suit your risk tolerance, investment objectives,
and financial circumstances.

“Eventually we get to the
point where the interest cost
gets unsupportable and
spending (and wages) quickly
drop. Looking at expected
rate hikes, I get the sense
that we are about a year
away from the point where
they become a problem.”