Overview

At SBH, we start our relationship with each client by getting to know them, their current situation, and their financial goals. We then develop a financial plan and tailored investment portfolio to help them reach their goals. Over time, we monitor a client’s changing needs and evolve the plan and portfolio to meet any changes in their situation.

We believe that portfolios should be as unique as the individual clients who own them. SBH has a very distinctive approach to investing clients’ money, one that is driven by research and that focuses on owning individual securities. We invest individual portfolios with care and maintain a deep understanding of both the efforts that went into building wealth and the promises that those assets hold for a client’s family, business and legacy. We take our fiduciary responsibility to each client very seriously and place our clients’ needs first. Our fees are based on the value of the assets we manage, so our goals are aligned with our clients.

Personal communication is integral to our strategy. Our highly accessible portfolio managers have a direct relationship with our clients. Our team’s continuity and comprehensive approach facilitate intergenerational coordination – we work with clients’ tax, estate and other financial advisors. We go beyond managing our clients’ wealth and help them plan for their current needs as well as their future.

Investment Approach

We start by determining a client’s asset allocation, which is based on their specific goals and unique circumstances, including their investment objectives, time horizon, risk profile and income needs. We then create a diversified portfolio primarily of individual stock and bond securities, selected and monitored by our own research analysts. We are committed to this approach because it is transparent – our clients know what they own – and allows us to be tax sensitive in the management of client portfolios.

SBH has a strong commitment to a time-tested investment process, driven by our in-depth, proprietary research. The process we use in the management of our private client portfolios is the same process used in the management of our institutional client portfolios. It is a process that has been vetted and approved by some of the most rigorous due diligence processes relied upon by institutional investors.