Jay Trees

SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.

Trees seeks out well-financed concerns with above average prospects and superior management. They emphasize strong balance sheets, growing cash flows and dividends. The firm uses REITs in most portfolios to provide a combination of income, growth and decreased volatility. For fixed-income, they favor high-grade debt securities (AA or better) in U.S. government, agency, foreign, corporate and tax-exempt bonds. The average maturity is 6 years or less.

Functions as a College/University

Functions as a College/University

Provides financial advisory and wealth management services

Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).