Delivering Results for Institutional Investors

Customized Investment Solutions

Working across asset classes, markets, and investment styles, we help institutions advance toward their long-term goals. Clients who select our firm gain a very experienced institutional partner with a long history of consistent performance. We focus on deeply understanding each client’s needs to develop customized solutions. 

Learn more about our investment offering and who we serve.

Small Cap Specialists

At SBH, we have extensive small cap capabilities that span geographies, from the U.S. to international and emerging markets, and include growth, core, and value investment styles. 

Contact an Institutional Relations professional to learn more