Since 2002, The Sardana Group’s exclusive focus has been on serving the unique investment needs of foundations, endowments, associations and other non-profit organizations.
Our Investment Philosophy focuses on downside risk management which we believe is far more important than implementing investment strategies with outsized return potential. We achieve this by using creative and cost-effective investment solutions that seek to result in additional fee savings for our clients.
Our commitment to our clients is to provide confidence through the finest comprehensive consulting services, zero conflict of interest, acknowledged fiduciary responsibility, prudent risk management and proactive and responsive service – all in a completely transparent fashion.
With over $2 Billion in assets under management, The Sardana Group combines the advantages of a dedicated “boutique” structure with the resources and depth of a major global firm.
Arun Sardana has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2018
What we seek to deliver
Non-profit Institutional Consulting Services
Our institutional consulting services specific to non-profit clients is concentrated in four primary areas: