Investment Management Process

How does SNBT manage your money?

  • We form opinions and build conviction based upon external sources and internal analysis.
  • We use a committee approach to maximize our individual intelligence/experiences (intellectual independence/integrity) to make asset allocation decisions.
  • We exercise an extreme amount of due diligence as a foundation to building your success when selecting mutual funds and separate account managers.
  • We are a fee based advisor, sitting on the same side of the table as you. When the value of your account grows, we too benefit by charging a small percentage of the overall value of your account. When you succeed, we succeed. 

An explanation of the Optimal Client Portfolio.