Our Investment Expertise. Your Investment Objectives.
Both wealth management and institutional clients will find that SBH has a high-touch, communicative client service model where the client relationship is at the center of our process.
For our wealth management clients, we build customized portfolios one security at a time, and our clients know which securities they own and why. We understand the complex challenges they face, so our approach addresses tax, estate, trust and planning issues. We collaborate with clients to develop a personalized investment policy and asset allocation approach. Every client works directly with a long-tenured portfolio team and meets regularly with a dedicated portfolio manager to review the portfolio.
For our institutional clients, we manage long-term equity and fixed income portfolios across a range of styles and geographies. The portfolios we build are appropriately concentrated to allow the benefits of our research and security selection to have an impact. We seek to provide competitive risk-adjusted returns versus our peers and relevant benchmarks.
The SBH Difference
Three pillars differentiate our practice and maximize value for our clients:
Proven investment management expertise and team continuity, as our leadership team has worked together for more than 20 years and has navigated many market cycles
Disciplined, repeatable investment process backed by in-depth, proprietary research
Client-focused service model