SBAI Welcomes Cerity Partners

Investor Chapter

Cerity Partners

Cerity Partners is an independent wealth management firm providing financial planning, investment advisory, and related services to individuals, families, corporations, and institutional clients in the United States. As of December 31, 2025, the firm reports approximately $156.3 billion in total assets under management.

Services include investment management, tax and estate planning, philanthropic advisory, corporate venture capital, and outsourced chief investment officer (OCIO) services.

As of December 31, 2025, approximately $21.1 billion of assets are managed through Cerity Partners OCIO, which provides services to nonprofit endowments and foundations, including investment management and operational support.