Access to Time-Tested Strategies and Services
Through our deep investment management expertise and broad research capabilities, we have built lasting client relationships. Our AUM/AUA size of approximately $20.0 billion* is large enough to attract high-caliber professionals and supply them with quality support, yet small enough to be responsive to individual client objectives.
Who We Serve
SBH provides portfolio management to a diverse, national and growing client base, including:
- National & Regional Brokerage Firms
- Single & Multi Family Offices
- Insurance Companies
- Independent Broker Dealers
- Registered Investment Advisors
- Registered Investment Companies
- Turn-Key Asset Management Platforms
*Data as of June 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19. Model UMA assets of $468 million are included in the AUA portion of the AUM/AUA total as of June 30, 2019.