As a financial advisor, you have a lot of 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, 2019. Model UMA ­assets of $384 million are included in the AUA portion of the AUM/AUA total as of December 31, 2019.