Sky Investment Group LLC
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 134001
- Registered since
- February 18, 2005
- Website
- skyig.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.09%
- Charitable Organizations1.11%
- Pension & Profit Sharing Plans0.8%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SKY Investment Group LLC is an independent registered investment adviser operating as a limited liability company. The firm has been registered with the SEC since 2005 and charges clients on a percentage-of-AUM basis. Its client base includes individuals and families as well as institutional clients. Advisory services emphasize portfolio management for individuals and small businesses and select pension consulting work. SKY uses third-party managers for alternative exposures rather than acting as a capital allocator, and it is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- State & Local Bonds9%
- Investment Grade Corp Bonds7%
- US Government Bonds6%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$59.7M in ETFs
69%
$41M
31%
$18.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $17.3M | 301,156 | 29.06% |
Location
Hartford, CT
Hartford
Location
Hartford, CT
Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1 Financial Plz
- Time zone
- ET (UTC-5)
- Office locations
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