INDEPENDENT. EXPERIENCED. PROVEN.

Segall Bryant & Hamill leverages its proprietary investment research, deep industry experience, and long‐tenured team to provide intelligently constructed portfolio solutions for private, intermediary, and institutional clients.

Who We Are

Segall Bryant & Hamill (SBH) is an independent investment firm based in Chicago with offices in Denver, St. Louis, Philadelphia, and Naples, Florida. Since our founding in 1994, we have grown to approximately $20.1 billion in assets under management/assets under advisement.*

SBH believes in a client-first approach while providing investment management of equity, fixed income, alternative, and asset allocation portfolios. Known for generating performance through proprietary investment research for clients across the country, our experienced team seeks the most attractive investments offered through our various strategies. Our portfolio managers work directly with clients to help maximize investment return while aligning with client goals and specific risk constraints.

Our substantial employee ownership and partnership culture results in the continuity of our investment teams, long-term relationships, and the alignment of our interests with those of our clients. We foster an inclusive work environment, enabling us to attract and develop diverse thinkers and talent.

Purpose

Our purpose is to help investors realize their long-term investment objectives through a time-tested disciplined process. We pursue our purpose by building strong and lasting client relationships and delivering competitive risk-adjusted investment performance.

Values

A core set of values guides the advice we provide, the strategies we recommend, and the way we manage client portfolios. These values are Integrity, Trust, Humility, Curiosity, and Inclusion.

Diversity & Inclusion

At Segall Bryant & Hamill, we are committed to building a more diverse and inclusive workforce and a work environment where individuals from varied backgrounds are brought together, supported and valued. We believe strongly that our firm and the clients that we serve will benefit through empowered employees, diversity of thought, and more robust decision making. Among the ways we fulfill this pledge is through our Diversity & Inclusion Committee, where our leaders work to ensure this mission is present in every aspect of our organization.

*Data as of September 30, 2019. Model UMA assets of $377 million are included in the AUA portion of the AUM/AUA total as of September 30, 2019.

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An Introduction to SBH

CEO Phil Hildebrandt discusses the history of SBH and what makes us different