SKY Investment Grou

read moreAt SKY, we believe that you are best served by having an investment manager who knows you personally, listens to your concerns, and tailors your portfolio to meet your specific financial needs.

read moreThe first step we take with you is to thoroughly understand your personal situation, financial position, and aspirations. Equally important, we want to understand the role your financial assets are expected to play in reaching your short- and long-term needs. Your investment objectives are defined in a Statement of Portfolio Objectives and Considerations (POC). SKY creates this POC to document our discussions and to formalize the guidelines with which to manage your accounts. When faced with a life event requiring a substantial commitment of capital, wise investment planning can provide significant peace of mind.

read moreClients routinely ask us to assist them with financial, estate and tax planning. Our solid relationships with many of the top-ranked planning firms can be valuable resources should you need assistance with wealth management planning issues. Our in-depth knowledge of your financial affairs and objectives enables us to act as an intermediary to expedite the planning process. This can save you time and money. Do you need to engage the services of a corporate trustee to oversee the administration of your personal trusts?