Through our deep investment management expertise and broad research capabilities, we have built lasting institutional client relationships. Our AUM size of approximately $12.4 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.

Institutional clients benefit from the depth and breadth of our expertise. Our dedicated fixed income and equity research analysts inform our strategies, enabling us to help clients capitalize on overlooked opportunities in the markets. We manage a number of investment strategies, including equity, fixed income and balanced portfolios.

Who We Serve

SBH provides portfolio management and financial planning services to a diverse, national and growing institutional client base, including:

  • Charitable Institutions
  • Corporations
  • Foundations & Endowments
  • Hospitals
  • Public Pension Plans (National & Local)
  • Taft-Hartley Benefit Funds
  • Trade Association
  • Banks

* As of 12/31/17

For more information on
our strategies for
institutional investors,
please contact Mark Rewey
at mrewey@sbhic.com