Our Foundational Values

‘Client Centric’ Community Banking Platform
  • Market-leading independent community bank locally owned since 1874
  • Purity of operating platform - always placing the clients’ best interest first
  • Experienced, professional staff- dedicated to a high level of client service
  • Long-term client relationships are our priority
  • Custom Solutions to meet your goals

‘Open Architecture’ Investment Management Process
  • Client/goal-oriented strategic portfolio construction
  • Offering both traditional and alternative investment strategies
  • Highly flexible and adaptive value-driven tactical asset allocation process
  • A ‘best of all worlds’ investment process, combining:
    • External first-rate economic & market research from such providers as Northern Trust Company, Bloomberg, Pimco, and First Mercantile/Mass Mutual
    • Internal portfolio/allocation decision-making via SNBT’s Investment Committee, including nine full-time investment professionals
    • Unbiased selection of investments — using experienced money managers in every asset class through mutual funds, separately managed accounts, alternative investments, ETF’s and ETN’s
    • Performance measurement reporting