One Financial Plaza, Ste. 2010
Hartford, CT 06103
Services for Private Clients and Their Families
SKY Investment Group manages investment portfolios for business and families. Our Equity Management approach
emphasizes attractively valued equities of large-cap businesses which are global leaders in their industry. These core holdings are complemented with equities bought as
opportunities arise or as strategy dictates.
Bonds are required in most portfolios to moderate risk or generate income. While each portfolio is unique in its needs, SKY's Fixed Income Management approach emphasizes preservation of capital and adequate income while minimizing portfolio turnover and associated trading expenses.
A portfolio cannot be properly constructed without a thorough understanding of the client's overall financial picture. Accordingly, each client relationship with SKY begins with a comprehensive assessment of the individual's needs and objectives. The assessment process seeks to define an appropriate asset allocation of stocks, bonds and cash, reflecting the client's need for income, risk tolerance, capital budget, and return objectives.
SKY Investment Group's Wealth Management Services provide estate planning, Investment Planning, tax planning, and balance sheet management for even the most complicated situations, working with external resources when needed to meet financial goals and fiscal requirements.