Who We Serve

SBH provides portfolio management to a diverse, national and growing client base, including:

  • National & Regional Brokerage Firms
  • Single & Multi Family Offices
  • Insurance Companies
  • Independent Broker Dealers
  • Registered Investment Advisors
  • Registered Investment Companies
  • Turn-Key Asset Management Platforms

*As of March 31, 2018; this figure represents the combined assets of SBH and Denver Investments before SBH’s acquisiton of Denver Investments on April 30, 2018.