Delivering Results backed by Strategic Insights
Working across asset classes, markets and investment styles, we help institutional investors advance toward their long-term goals. Clients who select SBH gain a highly accessible institutional partner with a long history of consistent performance. Our focus is on deeply understanding each client’s needs, in order to develop customized solutions that are designed to meet these objectives over time.
Through our deep investment management expertise and broad research capabilities, we have built lasting institutional client relationships. Our AUM/AUA size of approximately $23 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 offer investment strategies and solutions across the full fixed income maturity and ratings spectrums and through a broad array of domestic, international and global equities.
Who We Serve
SBH provides portfolio management to a diverse, national and growing institutional client base, including:
- Charitable Institutions
- Foundations & Endowments
- Public Pension Plans (National & Local)
- Taft-Hartley Benefit Funds
- Trade Association
*Data as of December 31, 2020. Model UMA assets of $209.9 million are included in the AUA portion of the AUM/AUA total as of December 31, 2020.