Investment Management

SBM provides investment advisory services including separate account management through SBM Capital Management, an SEC-registered investment adviser. Services are offered primarily to corporate investors, qualified and non-qualified retirement plans, public retirement plans and Taft-Hartley plans.

SBM can assist its clients through all stages of the portfolio management process, from investment policy planning to asset allocation, subadvisor selection and portfolio monitoring.

For discretionary equity or fixed-income accounts, SBM’s dedicated team is focused on providing extensive research, analysis and security selection consistent with the investment objectives and risk/reward parameters established with each client.

For specific mandates or for alternative asset classes, SBM also partners with leading investment advisory firms to tailor specific investment programs for its clients.

For more information, please contact SBM Capital Management at 301-656-4200.

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