For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. We offer a wide range of investment strategies and aim to build long-lasting relationships with our clients in the wealth management, intermediary, and institutional spaces. Our culture is defined by a commitment to putting our clients first and fostering a diverse and inclusive workforce where individuals from varied backgrounds can thrive, delivering top investment talent and service to our clients.
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* Data as of March 31, 2021. Model UMA assets of $269.83 million are included in the AUA portion of the AUM/AUA total.
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