We understand that your biggest investment is your career.
So, how do you capture as much return as possible from your financial investments without exposing your career and your loved ones to unnecessary risk?
We take this concern very seriously. At SB Capital Management, the Registered Investment Advisor within Singer Burke, we seek to protect and grow your wealth with reliable and pragmatic methods designed to allow you participate in the gains available and make the most of your successes. We prefer intelligent, rational decisions to in-the-moment, emotional ones and welcome straightforward conversations on risk and costs. We value the successes of our clients as our own, and we work to provide them options with their long-term view in mind.
Our comprehensive approach leverages a team of specialists to provide you with a personalized strategy for creating, managing and transferring wealth. We carefully consider not only your willingness, ability and need to take risk but also your unique priorities, tax implications and cash needs. Then we construct and manage customized, strategic portfolios that seek to maximize returns and balance long-term market fundamentals with a changing economic landscape of opportunities.
Our investment practice was born out of the frustrations of our CPA colleagues in navigating the black box of competing interests that is Wall Street. Today, we pride ourselves on being able to offer independent, informed advice that capitalizes on long-standing relationships with institutional money managers, leading private equity sponsors, real estate developers and venture capitalists.
SB Capital Management’s Firm Brochure (SEC Form ADV Part II)
SB Capital Management’s Client Relationship Summary (SEC Form CRS)