Strategy & Advisors

The foundation of our approach is straightforwardwe buy into companies that create value for customers, which in turn creates value
for us as investors.

We are not compensated by anyone but our clients, and we defend our alignment of interests fiercely. We are "fee-only" fiduciaries.

We generally prefer owning equity over debt, and apply our analysis with global scope. By dovetailing investments with attractive valuations across geograpahies and economies, we build portfolios with meaningful diversity—not simply proliferation.

We practice patience during the allocation process, and maintain ongoing mindfulness towards risk, seeking out equity returns that are more resilient over time.

"You cannot see the Grand Canyon in one view, as if it were a changeless spectacle from which a curtain might be lifted, but to see it you have to toil from month to month through its labyrinths."

– John Wesley Powell

 

To learn more about the ongoing details of our strategy:

 

Advisor Backgrounds


Harold Hallstein

Harold A. Hallstein IV
Managing Partner
720-310-0605

Hal has been advising families and institutions on investment strategy since founding the Sankala Group in 2010.

He previously worked as a Fund Analyst for RCG Capital Advisors, a long-short equity investment partnership. While there he assisted with the launch of HedgeMark International, a separately managed account platform for alternative equity strategies that was ultimately acquired by BNY Mellon in 2014. He began his career working as a Project Manager for Wisdom Publications, a non-profit publisher of Buddhist books.

Hal currently serves, and previously chaired the board of directors of the Winter Wildlands Alliance, a national non-profit based in Boise, ID. that advocates for access and preservation on behalf of backcountry skiers, teaches youth snow science, and produces the Backcountry Film Festival.

He also served and chaired Boulder’s Open Space Board of Trustees (OSBT), providing oversight and acquisitions for Boulder’s 46,000+ acre Open Space and Mountain Parks Departmentpublic lands funded by the nation’s first sales tax for conservation in 1967.

Hal received his B.A. in 2003, magna cum laude, from Colby College in an independent regional study of Asia. He holds the Uniform Investment Advisor Law license.

www.linkedin.com
Harold Hallstein

Thomas M. Denkenwolf
Partner/CIO
720-549-3355

Thomas is a scientist in the field of finance. While his B.S. is in Biochemistry and Molecular Biology and his M.S. is in Molecular Biology, he found his true passion in wealth management. Prior to joining the Sankala Group, he focused on advanced portfolio design for private clients at Merrill Lynch. He started his career in finance in 2008.

Academically, Thomas received honors including the Evan Pugh Scholar Award, and the President Sparks Award, and the Barry M Goldwater Scholarship. His degrees are from Penn State ('04) and University of California (07') respectively.

Thomas believes in abundance and the power that each of us has to make a positive impact in the world. This has led him to become a supporter of the Effective Altruist Movement, which uses the scientific method to maximize the effectiveness of one's generosity.

He is an active community member of the Unitarian Universalist Church of Boulder, a member of the Boulder chapter of Citizens Climate Lobby, and is a board member of the Boulder/Front Range Mensa group. Like so many Boulderites, Thomas loves hiking, backpacking and fishing.

Thomas holds both the Series 7 and 66 securities licences.

Harold Hallstein

Peter S. Burns, PhD
Partner
406-201-7040

Mr. Burns, a native of Bozeman, Montana, joined the Sankala Group after independent work in commercial real estate investment, and obtaining a B.A. in physics at the University of Montana, and subsequently, a PhD from University of Colorado - Boulder, specializing in quantum computing, in 2019.

Peter received nine awards/scholarships in his academic career, including the Presidential Leadership Scholarship, and the Montana Governor’s Best and Brightest Scholarship, honoring his academic achievements, over many years, since Bozeman High School.

Driven by his lifelong passion for science, Peter developed a keen interest in investment finance. Applying his process driven and scientific mindset, his primary objective is to provide clients with a transparent, understandable, and effective approach to personal finance and portfolio construction. Peter also seeks to help clients safeguard and augment their portfolios through investments that foster both a personally and environmentally sustainable future.

He underpins the firms quantitative research efforts, and looks forward to helping the firm expand in the greater Yellowstone region.

Peter has shared his love of learning, tutoring in math and science for students in both the United States and Africa. Beyond his professional pursuits, Peter is an avid backcountry enthusiast, cherishing access to our public lands.

Peter holds the Uniform Investment Advisor Law license.




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Registered Investment Advisory - Boulder, CO

info@sankalagroup.com | T (720) 310-0605