One Financial Plaza, Ste. 2010
Hartford, CT 06103
We are fortunate to serve clients in many parts of the country, and the world. We are knowledgeable in the issues of moving, tax domicile change, and estate modifications. Most importantly, we are committed to prudent investing in tax-sensitive income instruments in whatever municipal market you live.
We can help transition and rebalance your portfolio to synchronize with changes in your estate and tax situation. Our independent relationships with four different custodians enable us to service you across the country. And, unlike many large financial institutions, SKY has the latitude to buy fixed-income instruments from many different sources, giving us a larger universe of bonds from which to choose investments for your portfolio. Further, buying bonds from multiple dealers facilitates competitive bidding. This can help lower the price on the bonds that have been chosen to suit your individual parameters. We utilize the latest technology to monitor fixed-income vehicles and generate understandable reports. Our platform can support the systems maintained by your legal and accounting counsel.
No matter where you live, or what stage of life you are in, we are here to serve you. We invite you to call us and let us know how we may assist you and your family.