CREATING VALUE ACROSS ASSET CLASSES AND MARKETS
As a financial advisor, you have many choices to help your clients achieve their goals. SBH’s investment process has been vetted and approved by a number of institutional investment consultants. As a result, you can gain access to institutional-quality strategies for your clients, with a focus on long-term success over different market environments.
*Data as of December 31, 2020. Model UMA assets of $209.9 million are included in the AUA portion of the AUM/AUA total as of December 31, 2020.
**CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.