Serving the Diverse Needs of Institutional Investors

Throughout our firm’s history, we have been focused on addressing the complex demands and constraints of institutional clients. Our long-standing client relationships reflect our investment and industry experience and our commitment of resources to addressing each client’s unique objectives. Our institutional clients benefit from the depth and breadth of our investment capabilities. 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. 

SBH provides investment solutions to a diverse institutional client base including:

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

Contact an Institutional Relations professional to learn more