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We strive for excellence, which means having a team with the most experience and education.

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    • Why SNBT Investment Management?

    Our team of highly-credentialed and experienced professionals are committed to providing comprehensive wealth management solutions for every phase of your life. Whether you are saving for your first house or planning for retirement, we have the in-house expertise and world-class investments you need to help you get there.

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    Our Foundational Values

    We take pride in combining a world-class investment management process with our unparalleled level of client service.

    Client Centric

    • Always placing the clients’ best interest first
    • Experienced, professional staff- dedicated to a high level of client service
    • Long-term client relationships are our priority
    • Custom Solutions to meet your goals

    Open Architecture

    • Client/goal-oriented strategic portfolio construction
    • Offering both traditional and alternative investment strategies
    • Highly flexible and adaptive value-driven tactical asset allocation process

    Best of All Worlds

    • External first-rate economic & market research from industry-leading providers
    • Internal portfolio/allocation decision-making
    • Unbiased selection of investments using experienced money managers in every asset class
    • Performance measurement reporting

    CEFEX Investment Advisor


    CEFEX Investment

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    Dedicated to maintaining a quality standard of care for your financial investments.


    Certified by CEFEX, Centre for Fiduciary Excellence, LLC. This certification affirms that we follow industry best practices and maintain a commitment to continual growth and improvement.

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    How we manage your money

    • We form opinions and build conviction based upon external sources and internal analysis.
    • We use a committee approach to maximize our individual intelligence/experiences (intellectual independence/integrity) to make asset allocation decisions.
    • We exercise an extreme amount of due diligence as a foundation for building your success when selecting mutual funds and separate account managers.
    • We are a fee-based advisor, sitting on the same side of the table as you. When the value of your account grows, we too benefit by charging a small percentage of the overall value of your account. When you succeed, we succeed.

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