Business Details
Your Trusted Partner for Financial Advisory Services in Hartford, CT
SKY Investment Group is an independent, research-driven money management firm based in Hartford, Connecticut, dedicated to providing personalized investment strategies tailored to individual client needs. Founded on the principle of prioritizing client interests, we specialize in wealth management, estate planning, retirement planning, and portfolio risk management. Our team combines deep market expertise with proprietary technology to deliver transparent, tax-aware investment solutions for private clients, families, and charitable organizations.As SEC-registered advisors, we operate under a fiduciary duty, ensuring all recommendations align with client goals without product sales incentives. With decades of collective experience, we focus on multi-generational planning and financial education to help clients preserve wealth and build lasting legacies.
Services
Wealth Management
Estate Planning
Retirement Planning
Portfolio Risk Management
Proprietary Systems
Charitable Endowments
Tax Planning
Business Succession
Financial Planning
Investment Advisory
Highlights and features
- We operate as fiduciaries with no product sales incentives.
- Our proprietary technology enables personalized portfolio management.
- Specialized expertise in multi-generational wealth transfer planning.
- Decades of combined experience in independent security selection.
- Comprehensive approach integrating tax, estate, and investment planning.
Services
Wealth Management
Our wealth management services integrate investment strategy with comprehensive financial planning to address complex client needs. We create customized portfolios aligned with long-term goals, incorporating tax efficiency, risk management, and multi-generational planning. By coordinating with external professionals, we ensure holistic solutions that preserve and grow client assets across market cycles.
Estate Planning
We specialize in coordinating estate planning strategies that protect client assets and ensure wishes are fulfilled. Our advisors collaborate with legal and tax professionals to structure wills, trusts, and charitable giving plans. We focus on minimizing tax exposure while creating clear pathways for wealth transfer across generations.
Retirement Planning
Our retirement planning services design sustainable income streams while maintaining growth potential. We analyze Social Security optimization, tax-efficient withdrawals, and healthcare cost projections to create personalized roadmaps. The approach integrates portfolio management with estate considerations for comprehensive long-term security.
Portfolio Risk Management
We implement systematic risk management through daily monitoring and quarterly rebalancing. Our process begins with understanding client risk tolerance, then applies diversification and asset allocation strategies. Advanced technology enables real-time adjustments to maintain alignment with target objectives and market conditions.
Proprietary Systems
Our proprietary systems provide sophisticated portfolio management tools typically found at larger institutions. These platforms enable seamless custodian integration, daily reconciliation, and customizable reporting. The technology infrastructure supports personalized service delivery while maintaining operational efficiency across client accounts.
People
Kendall Bolt
CEO
Kendall Bolt leads SKY Investment Group with a focus on client-first principles and disciplined investment strategies. He oversees portfolio management and strategic direction while emphasizing transparent communication and technological innovation in wealth planning.
Catherine Mullen
Account Manager
Catherine Mullen specializes in client portfolio management and financial education. She works closely with families to develop investment strategies that emphasize capital preservation and intergenerational wealth transfer through personalized service.
Bob Bingham
Founder
Bob Bingham established SKY Investment Group with a vision for independent, research-driven advisory services. His leadership shaped the firm's core philosophy of combining conservative equity management with comprehensive financial planning for long-term client success.
Questions
What services does SKY Investment Group offer?
We provide wealth management, estate planning, retirement planning, portfolio risk management, and charitable endowment services tailored to individual client needs.
How is SKY different from other financial advisors?
As fiduciaries, we receive no sales commissions and focus solely on independent security selection and personalized strategies aligned with client objectives.
Do you work with out-of-state clients?
While based in Connecticut, we serve clients nationwide through virtual consultations and digital portfolio management tools.
How do you approach retirement planning?
We create tax-efficient income strategies incorporating Social Security optimization, healthcare cost projections, and sustainable withdrawal plans tailored to individual timelines.
What investment philosophy guides your decisions?
Our research-driven approach emphasizes fundamental analysis of equities and fixed income investments to build diversified portfolios aligned with client risk profiles.
