Our Clients
SBH works to help a diverse client base reach their investment goals through customized solutions:
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Helping Foundations, Endowments, Trade Associations, Corporations, Multi-Employer Plans, Taft- Hartley Benefit Funds, and Public Pension Plans meet their investment objectives.
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Guiding the financial well-being and legacy of private high net worth investors, their families, and beneficiaries.
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Serving financial advisors who invest on behalf of individual clients and their families, including independent registered advisors.