Whom We Serve
Commitment to Achieving Client Success
Since the firm's inception, SKBA's equity and fixed income management have been linked by a common fundamental value orientation. Our goal is to provide a consistent, risk-averse and disciplined approach to long-term investing in individual securities. It's an approach that has served our clients well for over 20 years.
As an independent asset manager, there is no higher priority for SKBA than ensuring the satisfaction of our clients. We are proud of our clients, some of whom have been with us for over two decades since the inception of our firm. Our experience and dedication, coupled with expert client service, have allowed us to build a high level of trust and satisfaction.
Clients hire us because of our experience, our performance characteristics, and our commitment to exemplary client service. We believe the key to earning our clients' trust is to stay true to the fundamental principles that define us. At SKBA, we are committed to being accessible to you, earning your trust and delivering outstanding service every time. Our portfolio management and client services are integrated, resulting in teams whose members all have a deep knowledge of client goals.
SKBA serves both institutions and private clients through separately managed accounts, mutual funds and investment programs offered through financial intermediaries. We provide investment management services on behalf of:
Client Types by % of AUM as of 12/31/2020
We are in business to serve clients and we will not lose sight of that mission.
Our interests are directly aligned with those of our clients and our commitment to unfailingly put our clients'
needs first is ingrained in our culture. Our team recognizes that each client is unique, as are their goals
and objectives, business strategies and regulatory constraints. Therefore the accessibility of our investment
professionals and commitment to understanding each client's business is vital to our continued partnership.