Wealth Management
Investment Philosophy
SBH maintains a disciplined, long-term view to investment management. We utilize a proprietary investment research model for managing wealth and combine multiple asset classes to reduce portfolio volatility while positioning portfolios for long-term growth.
Sound Principals. Disciplined Strategies.
Our investment philosophy is based on a fundamental approach to investing.
- In domestic equity, our investment teams utilize a disciplined approach, focused on identifying attractive individual securities.
- In fixed income, we believe that portfolios should be high quality and tailored to meet the liquidity, income and capital preservation objectives of each of our clients.
- For international equity, we offer both systematic and fundamental investment approaches.
- By combining our research and proprietary asset allocation model, we build diversified portfolios for clients seeking a sole manager solution.