Institutional Services

We offer a comprehensive suite of investment management services designed to meet the diverse needs of institutions, including endowments, foundations, pension plans, and corporations.

Our passion is your success.

We work closely with our institutional clients to understand their investment objectives, risk tolerance, and financial constraints. Our team leverages the expertise of our investment professionals to design customized investment portfolios that align with our clients’ unique goals and objectives.

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Our solutions

Our institutional services include investment management, customized reporting, risk management, and consulting services. We employ a disciplined investment approach that emphasizes risk management and focuses on generating consistent, long-term results. Below are examples of services we offer—

Fee-only Fiduciary Model

Committee Governance

Manager Due Diligence

Portfolio Management

Achieve your organization’s mission.

At SBC Wealth Management, we recognize that every institution is unique, which is why we offer flexible solutions that can be tailored to meet the specific needs of each client. 

Contact us today to learn more about our institutional services and how we can help your organization achieve its investment objectives.