SHB ADVISORS

Overview

SHB Advisors operates as a small, single-owner limited liability company that provides discretionary portfolio management for individuals and small businesses. Its client base is focused on individual and family relationships rather than institutions or pensions. The firm charges asset-based fees and also uses performance-based fee arrangements on at least some mandates. SHB Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser; it is presented as a focused, boutique adviser rather than a broad capital allocator.

Assets & Accounts

Investments & Alternatives