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.
Overview
Through our deep investment management expertise and broad research capabilities, we have built lasting institutional client relationships. Our AUM size of approximately $11.2 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 6/30/17