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SB FINANCIAL GROUP
Finding Solutions to all your investment needs
920-740-4767
 
 
SB Financial group is dedicated to providing proven program management, product expertise, advanced technology and superior service.  We offer a wide array of services and Unbiased and objective advice.

SB Financial Group Wealth Management offers a complete platform of investment solutions to meet your specific needs.  We offer a wide array of mutual funds and professional investment managers from across the country and incorporate these managers into investment strategies designed specifically for each client

 

What is wealth management?

  • Wealth Management provides investment management, fiduciary management and financial planning services as well as traditional deposit and credit services to emerging affluent and high net worth individuals.
  • Wealth Management also provides investment management, fuduciary oversight and administrative services to corporations, not-for-profit institutions and municipalities.
  • Customized Financial Solutions
  • Commitment to client service
Investment Solutions
Separately Managed Accounts
  • Diversification
  • A more customized approach to portfolio construction
  • More Flexibility regarding tax management
Investment Process:  A Four Step Approach

  Step One:  Establish Your Long Term Goals

  • Define major life goals
  • Prioritize goals
Step two:  Determine your risk profile
  • Complete a risk tolerance profile
  • Constraints and parameters are based on risk tolerance and return expectations
Step Three:  Porfolio Construction
  • Your assest allocations policy is implemented by investing in a well-diversified portfolio
  • Diversify across asset classes
  • Select preeminent managers within investment styles
  • Diversification, performance and style correlations are critical elements of portfolio construction
Step Four:  Ongoing Portfolio Management
  • Rebalance to asset allocation target
  • Communicate client portfolio performance
  • Review client's objectives and reexamine goals and life transitions
  • New goals or priorities

Wealth Management Sub-Lines of Business

  1. Private Asset Management
  2. Investment Center
  3. Employee Benefits
Managing investments and planning for the future have become more complex over the years.  Our world is changing faster and we need to know more and manage more intensely and carefully than ever before.
 
The best relationships begin with trust
 
 
      Before you entrust your financial future to any company, you want to know and be comfortable with a number of critical elements, beginning with your relationship manager.
 
An overview of SB Financial Groups wealth management
     SB Financial Group offers you "best in Class" services, including outstanding investment capabilities, comprehensive financial planning, wealth transfer strategies and traditional deposit and credit services.  Our business objective is simple -- to help you achieve you goals by providing quality, effcient, well-managed services. 
 
Meeting your changing needs 
     The accumulation of wealth is a lifetime endeavor and brings with it different needs at different points throughout your lifetime.  SB Financial Group Wealth Management offers a platform of personal, business and institutional services that grow with you, meeting your unique needs at every point along the way.
 
Personal Money Management 
     Personal financial planning is critical to you and your family.  A personal trust is an effective way to control your assets now and plan for their orderly transition and distribution to your family and future generations.  We specialize in helping individuals like you in areas such as investment management, retirement planning and charitable giving.
 
Best in Class Investment Options
     SB Financial Group management employs an investment philosophy that is based on your individual goals.  We build comprehensive investment solutions using seperately managed accounts, managed mutual fund portfolios, individual securities and fixed income strategies.
 
Individual Securities
     Our seperately managed account program will provide you with access to nationally recognized money managers typically available to only the largest investors.
 
Mutual Funds
     SB Financial Group Wealth Management constantly monitors a broad universe of mutual funds and has access to the most outstanding fund managers in the country.
 
Financial Planning Services
    A growing number of people are realizing the value of a comprehensive financial plan.  Financial planning takes into account your goals and objectives today and outlines what you can do to address the opportunities or issues that may arise in the future. 
 

 

 

Securities and Advisory Services Offered
Through Harbour Investments Inc.