People are today faced with more challenges than ever in investing and safeguarding their wealth.
Financial institutions have become “manufacturers” of financial “products” whose interests often conflict with those of their clients. Firms exert intense pressure on employees to meet targets to satisfy shareholders and CEOs. Clients do not always receive the highest priority.
Private investors are faced with an astonishing array of complex investment alternatives in an increasingly uncertain world. Allocating capital to different investment opportunities requires considerable time and analysis.
SBS is independent. This means we have no external shareholders, no “products” of our own, no obligations to sell “products” for any other organization and no “selling targets”.
SBS works with each client to understand his or her unique needs, and provides independent advice in constructing an efficient investment portfolio tailored to the specific situation.
Each client enters into an individual Management Agreement with SBS.
The client selects one or more banks to custody his or her assets. If required, SBS provides objective advice and assistance in this regard. In managing the client’s portfolio, SBS transacts directly with the bank(s).