Who We Serve

SBH provides portfolio management and financial planning services 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

*As of 6/30/17

For more information on
our resources for
financial advisors,
please contact Mark Rewey
at mrewey@sbhic.com