Segall Bryant & Hamill (SBH) offers investment management services to individuals, corporations, foundations, and other entities. SBH manages portfolios using various strategies, including equity, fixed income, and alternative investments. These strategies are implemented through separate accounts, mutual funds, collective investment trusts, ETFs, and model portfolios. SBH also provides sub-advisory services to other registered investment advisors.
Fee Structure
SBH manages investments for a variety of clients, but the fees listed are for institutional strategies. The fees are calculated as a percentage of the value of the assets managed and are negotiable. The minimum account size varies depending on the investment strategy, but is generally $1 million or more. The fees do not include brokerage commissions, transaction fees, or other related costs.