Sky Investment Group LLC

RIASEC Registered
Total AUM
$931M
Discretionary
$931M
100% of AUM
Avg account
$1M
Accounts
929
Employees
11
Advisory reps
11

Firm details

Headquarters
Hartford, Connecticut
CRD number
134001
Registered since
February 18, 2005
Website
skyig.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.09%
  • Charitable Organizations1.11%
  • Pension & Profit Sharing Plans0.8%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

SKY Investment Group LLC is an independent registered investment adviser operating as a limited liability company. The firm has been registered with the SEC since 2005 and charges clients on a percentage-of-AUM basis. Its client base includes individuals and families as well as institutional clients. Advisory services emphasize portfolio management for individuals and small businesses and select pension consulting work. SKY uses third-party managers for alternative exposures rather than acting as a capital allocator, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, State & Local Bonds 9%, Investment Grade Corp Bonds 7%, US Government Bonds 6%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 5%67%
  • Exchange Traded Equities67%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds7%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$59.7M in ETFs

Passive

69%

$41M

Active

31%

$18.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH)VanguardPassiveShort Government$17.3M301,15629.06%
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Location

Primary office

Hartford, CT

Hartford

Location

Hartford, CT

Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
1 Financial Plz
Time zone
ET (UTC-5)
Office locations

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