Clients come to SKY for attractive investment returns and an understandable, transparent investment process. They stay with SKY because we are deeply committed to client service.
Open Phone Policy
During office hours a member of our staff will personally answer your phone call.
We are deeply committed to keeping your information safe.
Quarterly Account Review
Clients receive a comprehensive quarterly review packet which includes performance reporting, investment holdings by sector and our quarterly market review letter.
We recommend meeting at least annually with clients to review their personal situation and the progress of their accounts.
We hold periodic education events featuring both internal and outside experts, to review timely topics which can help clients manage their financial affairs.
Systematic Account Review Process
Accounts are reviewed weekly for performance, consistency with unique account instructions, and the adequacy of cash reserves.
Daily Review of Unusual Security Price Movements
Unusual security price changes are identified daily and reviewed to determine if action is appropriate. We’ve found the best way to prevent problems is to monitor developments in real time.
Daily Account Reconciliation
We reconcile clients’ SKY accounts with their custodian’s records each day to assure that dividends are paid as expected and to detect any unexpected activity.
Daily Review of Account Remittances and Disbursements
We review clients’ deposits and disbursements to determine that they are booked correctly.
Ad Hoc Discussions
Among the most important work we do for clients is to respond to evolving priorities and investment objectives. Perhaps funding college or retirement is a concern. We work with clients to formulate an investment strategy to achieve these important goals.