SKIVER INVESTMENT SERVICES

Overview

Skiver Investment Services is an independent registered investment adviser that manages client portfolios primarily for individuals and small business owners. The firm charges a percentage-of-assets fee and provides both financial planning and discretionary portfolio management. Its stated investment preference is equities, and that emphasis shows up in portfolio construction: exchange-traded securities are the dominant vehicle for delivering core market exposure. Skiver does not characterize itself as an ESG-focused manager and is not set up as a multi-state adviser, so its business appears concentrated and directly serviced rather than distributed through a national footprint. Portfolios are managed on a discretionary basis, which allows the firm to adjust equity weightings and implement tactical moves without seeking client-by-client approvals. For a firm of this size, that typically translates into a hands-on relationship model where the adviser consolidates cash management, tax-aware trading and standard rebalancing for individual client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices