Solutions for Wealth Management
At SBH, you get the resources of an institutional-level asset manager, along with the personal touch of experienced wealth management professionals working for you. Our personalized approach includes creating a financial plan based on your individual needs and goals. We analyze your current holdings and construct a portfolio of individual stocks and bonds that helps you achieve your objectives while managing your tax consequences. Overall, we take your complex financial situation and create a straightforward, actionable plan tailored to your needs.
Goals & Objectives
We gain a full understanding of your
unique circumstances, including:
Income and cash flow needs
Your vision for success
Analyze Existing Holdings & Formalize Investment and Financial Plans
We conduct a thorough review
of your current portfolio using our
customized analytics. We then compare
your existing portfolio to your goals
and offer recommendations,
including a financial plan.
Determine Strategic Asset Allocation & Construct Client Portfolio
We develop a personalized
investment policy and asset allocation
designed for you. The goal is to minimize
risk while positioning your portfolio for
long-term growth over multiple market cycles.
Conduct Ongoing Monitoring & Communication
Once your portfolio is constructed,
it is actively managed to realize
opportunities and to reflect changes in
your personal situation. You and your
investment team communicate on a regular
basis to keep you informed and engaged.
For more information
on our wealth management offerings,
please contact Scott Roulston