One Financial Plaza, Ste. 2010
Hartford, CT 06103
If you are faced with a life event requiring a substantial commitment of capital, good investment planning can give you the peace of mind you need. At SKY, we work with you to design an effective investment plan and then implement portfolio management strategies to help you confidently move toward your goal.
We view investment planning somewhat differently than other firms:
- We believe a simple plan is more elegant than a complex one. Most investment plans are more complex than they need to be. It is crucial that you understand your situation and the steps you should take to successfully reach your goals.
- We integrate planning and investment management. A well-conceived plan will drive the portfolio management process. We understand both and integrate the two.
- Most planning horizons are too long. Plans with 20 or 30 year projections are unrealistic because too much can change. We focus on the next 10 years of your life and work with you to get you where you want to be.
- Some plans require complex solutions. When your situation has difficult planning issues, we bring in the experts. This saves you money.
- Our planning work is not a tool to sell you prepackaged investment products. Your plan is a key part of the portfolio management process. As your plan evolves, so will your portfolio.
- We monitor and review your goals regularly. During your periodic account review, we continue the process that integrates planning with portfolio management to enhance results and provide peace of mind.
If you're interested in more information, please contact .