SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Overview

Skinner, Copper & Ehmen Wealth Management, LLC is an independent, individual-owned Registered Investment Adviser that provides fee-based wealth management and financial planning to individuals, families and institutional clients. The firm operates as a capital allocator—pairing model and fund-based public-market strategies with selective allocations to private placements and real estate—while offering both portfolio management and adviser-selection services. Fee arrangements are a mix of percentage of AUM and fixed fees. Their advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of third‑party advisers. The firm does not position itself as an active ESG investor. Investment approach leans heavily on pooled vehicles for core exposure: public mutual funds are the primary building blocks for equity and fixed-income allocations, while alternatives are used selectively to add diversification and yield. A relatively small portion of assets are managed on a discretionary basis, with a larger share retained as non‑discretionary client-directed accounts.

Assets & Accounts

Public Holdings

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Location & Offices