SKY Investment Group manages investment portfolios for individuals, families, businesses, and charitable organizations. SKY focuses on long-term capital preservation, emphasizing investments in large, financially strong companies. SKY helps clients formulate an investment strategy based on their personal situation and is dedicated to following their instructions and meeting their expectations. SKY can work with any size portfolio.
Assets Under Management$850M
Clients380
Advisors8
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of the President or Chief Compliance Officer. Strategic Liquidity mandates have a different fee schedule: 0.25% annually on assets greater than $1,000,000 and less than $20,000,000; 0.20% annually on assets greater than $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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