Sando Capital

Financial ServicesTexas, United States2-10 Employees

Firm Overview: 

A privately held investment distribution company based in Dallas, Texas, Sando Capital (SC) was founded in 2011, by Joseph R. Sando.  SC is keenly focused on bringing unique 1940 Act mutual funds, to the states of Texas and Oklahoma. While working closely with a broad array of boutique asset manager product partners, SC provides a concierge level of services to financial institutions and their wealth advisors. The SC platform includes strategic alliances with nationally recognized investment firms encompassing a broad spectrum of investment solutions, including both traditional and alternative asset classes.  Since its inception, SC has grown to represent more than 35 different liquid financial products, all providing separate investment objectives and/or methodologies. Over time, client relationships have grown to include the traditional wire house, regional, independent, and registered investment advisory (RIA) channels.  

SC prides itself on offering premier customer service. Being deeply rooted in the industry, SC has successfully engaged affiliated partners, assisting in benefitting their existing and prospective wealth management clientele nationwide. Capitalizing on this unique service model, SC continues to strive to broaden value-add services to its partner and client relationships.  Highlights of these niche services include, facilitation of wholesale physical gold and silver for financial advisor's client portfolios for both qualified and non-qualified accounts, and consulting with RIAs on potential custodial asset needs and diversification.

Mission:

Sando Capital takes pride in our client service model, our integrity, and our passion; all of which, in tandem, define our objective in the distribution of investment solutions.

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