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.
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Our Approach to Investing

SBH Chief Investment Officer Ralph Segall explains the principles that form the backbone of our investment strategies.