to Achieve Client Goals
Expertise Navigating Diverse Markets
At SBH, we leverage our proprietary investment research, deep industry experience, and long-tenured investment team to provide portfolio solutions for an array of investors including financial intermediaries and institutions. Clients benefit from our investment expertise through a process that has been tested in almost every market environment.
Our Core Purpose
Our purpose is to exceed our clients’ expectations by helping them realize their long-term investment goals across complex market environments and by delivering a customized, high-touch service experience. The result is long-lasting relationships with our clients built on trust.
in assets under management/assets under advisement.*
Providing customized investment solutions to help clients achieve their goals.
Average years of experience for portfolio managers.
*Data as of June 30, 2023. Model UMA assets of $520.1 million are included in the AUA portion of the AUM/AUA total as of June 30, 2023. Corient Private Wealth assets of $6.71 billion are included in the AUM portion.
**CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
SBH’s senior leadership team consists of many of the firm’s most seasoned professionals, each with deep expertise in their respective field.
SBH in the Community
We are proud to take an active role in the communities where we live and work.
From reading to schoolchildren, to hosting college career days, to helping maintain public green spaces, SBH employees volunteer their time and offer support to a range of organizations. We strive to make a strong impact on our communities today and for future generations.
Below are some examples of organizations and programs that we support.
First Generation Investors
First Generation Investors teaches high school students in underserved communities the power of investing and brings classroom lessons to life by providing students real money to invest. For more information, visit their website.
SBH College Career Day is designed to provide college students with insights into the investment management industry through presentations from and dialogue with SBH professionals from across the firm.
WIIIN – Women in Institutional Investments Network
Women in Institutional Investments Network is a forum for women in investing that emphasizes strengthening relationships and encouraging dialogue to empower women. For more information, visit their website.
Kids First Chicago
Kids First Chicago strives to "empower communities and families to identify, navigate, and advocate for high-quality public schools for their kids—with clear and transparent information." For more information, visit their website.
Working in the Schools (WITS)
The Workplace Mentoring Program of Working in the Schools (WITS) promotes literacy and the love of reading among Chicago’s youth by providing one-on-one tutoring and mentoring. For more information, visit their website.
The mission of Reading Partners is to help children become lifelong readers by empowering communities to provide individualized instruction with measurable results. For more information, visit their website.
Evanston Community Foundation
The mission of the Evanston Community Foundation is to “help Evanston thrive now and forever as a vibrant, inclusive, and just community.” For more information, visit their website.
Ronald McDonald House of Charities® of Chicagoland & Northwest Indiana (RMHC-CNI)
The mission of RMHC-CNI is to care for families of children with complex medical needs. RMHC-CNI keeps families of hospitalized children together in a "home away from home." For more information, visit their website.
Youth Job Center
The mission of the Youth Job Center (YJC) is to “equip youth and young adults with the skills and confidence they need to get a job and pursue a career.” For more information, visit their website.
Openlands protects the natural and open spaces of northeastern Illinois and the surrounding region to help ensure cleaner air and water, and to protect natural habitats and wildlife. For more information, visit their website.
Chicago Foundation for Women
The mission of the Chicago Foundation for Women is to “invest in women and girls as catalysts, building strong communities for all.” For more information, visit their website.
By clicking on any of the above links, you’ll leave this site and go to a third-party website. Segall Bryant & Hamill is not affiliated with these organizations, does not control the content or privacy practices of these websites and does not accept responsibility for the content, policies, activities, products or services offered on the site.
Diversity, Equity & Inclusion
At Segall Bryant & Hamill, we know the power of diversification is not restricted to financial portfolios. We are committed to a culture that continuously champions diversity in all its forms, ensures equity, inspires inclusion, and safeguards fair accessibility. This is based on our belief that people should be treated with respect. As a result, SBH both welcomes and desires team members across gender and sexual identities, race and ethnicities, religious beliefs and diverse abilities.
We strive to foster a diverse and inclusive environment where individuals from varied backgrounds are brought together, supported, and valued.
We seek to be leaders in the bold march toward change and accountability for Diversity, Equity & Inclusion in the asset management industry.
We are committed to a culture that continuously champions diversity, ensures equity, inspires inclusion, and safeguards fair accessibility.