SBH works to help a diverse client base reach their investment goals through customized solutions:

  • Helping Foundations, Endowments, Trade Associations, Corporations, Multi-Employer Plans, Taft- Hartley Benefit Funds, and Public Pension Plans meet their investment objectives.

  • Guiding the financial well-being and legacy of private high net worth investors, their families, and beneficiaries.

  • Serving financial advisors who invest on behalf of individual clients and their families, including independent registered advisors.