SKG INVESTMENT SERVICES, LLC

Overview

SKG Investment Services, LLC is a small, owner-operated advisory firm that serves individual and family clients with a clear tilt toward equity-focused portfolios. The firm operates on a percentage-of-AUM fee model and provides advisory services that include selecting other advisers rather than running broad discretionary strategies. SKG’s business profile also includes accounting activities, which suggests investment advice is delivered alongside tax-aware planning and financial record responsibilities. Investment activity is concentrated and non-discretionary: clients retain trading authority while SKG advises on manager selection and portfolio construction. The firm reports a preference for equities and uses separately managed account structures to implement client mandates. SKG is not positioned as an ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices