SHB Advisors provides investment management services to individuals, families, and trusts, tailoring advice to each client's needs. Client accounts are managed on a discretionary basis, with SHB Advisors making all investment decisions. The firm employs global macro and relative value trading strategies across various markets. SHB Advisors may also serve as a sub-advisor to other investment managers.
Fee Structure
SHB Advisors charges a management fee based on the value of your portfolio and/or an incentive fee based on trading performance. The management fee ranges from 0% to 2% per year, paid quarterly. The incentive fee ranges from 0% to 20% of yearly trading profits, paid annually. Fees are negotiable and may vary based on factors like client type and account size. There is a recommended minimum account size of $5,000,000.