S & K INVESTMENT SERVICES, LLC

Overview

S & K Investment Services, LLC is a privately owned limited liability company that functions as a capital allocator and as an adviser that selects third‑party managers. The firm’s stated business activity is accounting, and its advisory role is focused on the selection of other advisers rather than managing portfolios directly. Ownership is individual, and the firm reports a nonstandard fee structure labeled “Other.” It does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm’s activity profile points to a consultative, non‑discretionary posture: S & K appears to place clients into strategies run by outside managers rather than running in‑house discretionary sleeves. Industry affiliations are listed under accounting, reinforcing a background oriented toward tax, reporting or bookkeeping services alongside advisory referrals.

Assets & Accounts

Investments & Alternatives