Through our deep investment management expertise and broad research capabilities, we have built lasting institutional client relationships. Our AUM/AUA size of approximately $24.5 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
  • Corporations
  • Foundations & Endowments
  • Hospitals
  • Public Pension Plans (National & Local)
  • Taft-Hartley Benefit Funds
  • Trade Associations
  • Insurance Companies
  • Banks

*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.