SKYLINE ADVISORS, INC.

Overview

Skyline Advisors, Inc. is a privately owned advisory firm that registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional accounts, and charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory services include portfolio management for individuals and small businesses, pension consulting, and manager selection — Skyline identifies itself as a capital allocator that places assets with third‑party managers. Skyline describes itself as an active ESG investor and appears to tilt toward exchange‑traded instruments as its primary implementation vehicle. The firm is organized as a corporation with individual ownership and is not presented as a multi‑state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives