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 September 30, 2021. Model UMA assets of $384.1 million are included in the AUA portion of the AUM/AUA total as of September 30, 2021.