SBH addresses the complex demands and constraints of our institutional clients by providing optimal solutions and strategies backed by rigorous analysis. Our long-standing relationships with leading institutional clients reflect our experience and commitment of resources to successfully address unique growth and client objectives.

*Data as of March 31, 2022. Model UMA assets of $548.1 million are included in the AUA portion of the AUM/AUA total as of March 31, 2022.