A Sound Philosophy
Our investment philosophy embraces the importance of customized investment planning and implementation, strategic and tactical asset allocation providing diversification, and the flexibility to select from diverse core and complementary investment strategies to achieve unique client risk/reward goals. Our process for investing wealth is built around certain premises that shape our decisions and serve as the framework for what we do.
- Develop investment plans to achieve client objectives
- Recommend specific investments to achieve stated objectives
- Continuous monitoring and fine-tuning client plans
- Active management and brokerage relationships
We believe in the right amount of portfolio diversification across both traditional and non-traditional investment classes. We want to strike a balance among managing risk, seeking return, controlling tax costs, and managing complexity. That balance shifts with your specific needs and objectives. Diversification among and within asset classes is a mainstay of risk management.
Our Holding Company
Contact SB Financial Group (NASDAQ - SBFG), our holding company, to learn more or request an investor packet.
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The State Bank provides the products and services you need to make life easier.
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Our local, expert staff provides custody, trust and investment management with the highest quality service. You can expect first-class in all that we do. We look forward to serving you.
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