We are a FinTech firm that specializes in platform sharing access to Community Financial Institutions. We are committed to providing tailored investment solutions and financial strategies to our institutional clients. We advise over $5.6 Billion of Community Financial Institution investment portfolios nationwide.
SB Value provides transparent portfolio advisory services and artificial intelligence-based investing to community financial institutions across the country and specializes in assisting these institutions to generate additional ROA and ROE from their investment portfolios.
Since its inception, SBV has had one primary owner, no debt, and over 100% average annual ROA.
Our managing partner, @Scott Barnes, is also a co-founder of Full Force Foundation, a San Antonio-based philanthropic organization that specializes in providing therapy and counseling to underprivileged youth and adults. Profits from SBV help fund the Full Force Foundation mission.
SB Value Partners, LP is a Registered Investment Adviser. Advisory Services are only offered to clients or prospective clients where SBV and its representatives are properly licensed or exempt from licensing.