Charitable Endowments
SKY Investment Group provides those working with charitable endowments with a full range of investment management and reporting services. Our personalized service guides your organization through the investment process and will provide professional presentations at meetings, as required.
Our goal is to assure that:
- The investment strategy matches the endowment’s unique needs and stated mission.
- Individuals associated with the endowment have confidence in the investment strategy.
- We develop your endowment’s income strategy to supplement your own fundraising.
- You have the information you need to support your decision-making and fiduciary obligations.
SKY’s unique reporting capabilities allow us to generate up-to-the-moment reports at your request.
“Family wealth can be a curse or a blessing. The curse occurs if it breeds dependency. The blessing arises if it enables worthwhile, productive lives where the benefits accrue to those around us.”
— Bob Bingham, Founder of SKY Investment Group
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Address
One Financial Plaza
Suite 1210
Hartford, CT 06103