SBC Wealth Management

Investment Management

We value the trust you place with us to achieve your lifestyle goals. As a Registered Investment Advisor (RIA), our fiduciary responsibility is to provide sound investment advice for your financial success. But to us, your success is more than just our responsibility; it is the driving motivation behind what we do every day.

By designing, managing, and regularly reviewing a diversified portfolio strategy, we help you enhance and preserve your assets. We use a wealth of resources to review risk and return characteristics of all available investment options. Our multiple fund, institutional-style model of investing gives you exposure to many different asset classes to mitigate the impact from market volatility. By regularly performing detailed market analysis, closely monitoring portfolio performance, and practicing due diligence to stay on top of market changes, we help keep you on the path to success.

Our Investment Management Strategy

Client Portfolio Management

Client Portfolio Management

We work with you to develop an investment strategy that aligns with your objectives and tolerance for risk.

Research and Selection of Investments

Research and Selection of Investments

We rely on the leadership and expertise of our investment committee to make sound financial decisions that are in the best interest of our clients.

Monitoring and Reporting

Monitoring and Reporting

We regularly monitor portfolio performance, research investment opportunities, perform a detailed market analysis, and practice due diligence to stay on top of market trends. We provide progress performance reports and schedule regular meetings to help you understand what it all means for your financial future.

Technology and Education

Technology and Education

Access your investment portfolio any time and easily interact with our team through our online and mobile app, My WealthTrack. We are dedicated to helping you and your family realize the best possible financial outcomes, so we provide ongoing training and education on our investment strategies and what they mean for you through educational sessions and in-person meetings.

Want more information about SBC, our processes, or our services?

 Contact us for a no-obligation consultation today.

Contact Us