Separately Managed Accounts:
SKBA provides individuals, corporations, retirement funds, foundations and endowments other tax-exempt institutions with investment management services. For more information, please click here or call 415-989-7852/1-800-969-7852 and SKBA will promptly answer your questions.
Collective Trust:
The SKBA ValuePlus Collective Trust is a trust for the collective investments of assets of participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. The SKBA ValuePlus Collective Trust is managed by SEI Trust Company based on the investment advisory of SKBA Capital Management, LLC. As a bank collective trust, SKBA ValuePlus Collective Trust is exempt from registration as an investment company under section 3 ( c ) (11) of the Investment Company Act of 1940. For more information please click here or call 415-989-7852/1-800-7852 and SKBA will promptly answer your questions.