SKY INVESTMENT GROUP LLC

Overview

SKY Investment Group LLC is an independent registered investment adviser that runs a fee-for-AUM model and focuses on equity-centered portfolio management for individuals, families and select institutional clients. The firm tilts toward exchange-traded equities as its primary allocation, with a clear preference for concentrated stock positions alongside smaller ETF sleeves. Beyond standard discretionary portfolio management, SKY Investment Group provides pension consulting services for smaller plan sponsors and advises individual and small-business clients. In practice the manager blends public equity exposure with targeted allocations to externally managed alternative strategies — notably real estate, commodities and oil & gas — to diversify return sources and add noncorrelated pockets to client portfolios. ESG factors are not a stated active focus, and the firm operates under a single-state advisor profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices