C. E. Skowrup & Co

Overview

C. E. Skowrup & Co. is a small, client-focused advisory firm that centers its investment activity on publicly traded equities while maintaining the capacity to allocate to a range of alternative strategies. The firm reports a clear preference for exchange-traded equities as the primary vehicle for client portfolios, and its advisory work is delivered on a non-discretionary basis — clients retain decision authority over trades. Fee arrangements combine a percentage of assets under management and fixed fees. Client types are mainly individuals and families, and the firm provides portfolio management services both for individuals/small businesses and for businesses or institutions. Investment posture is equity-tilted and liquidity-conscious, given the heavy use of exchange-traded instruments. At the same time, C. E. Skowrup & Co. supplements equity allocations with access to private-market and opportunistic strategies when appropriate, indicating a willingness to use third-party managers and fund structures alongside mutual funds and annuities for diversification or client-specific objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices