Investment & Asset Management With Purpose
SKY Investment Group
At SKY Investment Group, the 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. Then we translate those insights into a personalized portfolio strategy grounded in discipline, transparency, and simplicity.
A Clear Process That Puts You First
Your portfolio is managed according to a written Statement of Portfolio Objectives and Considerations (POC), a foundational document we create to formalize your investment strategy.
This statement outlines:
This process is not about products. It’s about purpose—and building a strategy designed around your life.
Portfolio Management, Evolving With You
We believe the most effective portfolios are the ones clients can actually understand. Overengineering creates confusion. At SKY, we build clear, adaptable strategies backed by research, including fundamental analysis across equity and fixed income investments, and aligned with your real-world priorities. We then take care and time to ensure you understand the ‘why’ behind your portfolio. Our advisors tailor their educational approach for each family members’ needs and levels of understanding.
Our Investment Approach
Planning drives portfolio design. We integrate financial planning and investment management so your portfolio serves your evolving goals, not the other way around.
We focus on the next 10 to 30 years. We prioritize the most actionable horizon which is the next decade of your life but plan for the next 30 years
Complex needs? We coordinate with experts. For tax, legal, or specialized planning challenges, we help you bring in the right professionals.
No sales agenda. No exceptions. We’re fiduciaries. Your strategy is shaped by what’s best for you, not what we’re incentivized to sell.
Customized, Adaptable Strategy
Markets shift. Life changes. That’s why we don’t “set and forget.” Your strategy is reviewed regularly and refined as your circumstances evolve. During each review, we assess your portfolio against current goals, market conditions, and any adjustments in risk or liquidity needs.
This ongoing alignment between planning and investing helps reduce noise, support long-term performance, and deliver clarity, no matter what the market does.
Work With a Firm That Treats Asset Management as a Partnership
SKY Investment Group serves individuals, families, and business owners who value clarity over complexity, discipline over guesswork, and an advisory relationship built on experience, trust, and capability. If you want a thoughtful, integrated approach to investment management, we’re ready to help.