Our Investment Expertise. Your Investment Objectives.
Our wealth management, intermediary, and institutional clients will find that SBH has a high-touch, communicative client service model where the relationship is at the center of our process. Consistency is key: many of our senior partners have worked together for more than 25 years and have navigated many market cycles together.
For our wealth management clients, we build customized portfolios one security at a time, and our clients know which securities they own and why. We understand the complex challenges they face, so our approach addresses tax, estate, trust, and planning issues. We collaborate with clients to develop a personalized investment policy and asset allocation approach. Every client works directly with a long-tenured portfolio team and meets regularly with a dedicated portfolio manager to review their investments.
For our intermediary and institutional clients, we offer investment solutions designed to meet their long-term objectives. We manage equity and fixed income strategies across styles and geographies and through a range of investment vehicles including separate accounts, CITs, and mutual funds. We seek to provide competitive risk-adjusted returns versus our peers and relevant benchmarks.
The SBH Difference
Three pillars differentiate our practice and maximize value for our clients:
Proven investment management expertise and team continuity.
Disciplined, repeatable investment process backed by in-depth, proprietary research.
A client-focused service model.