SKY Investment Group LLC

RIASEC Registered
Total AUM
$931M
Discretionary
$931M
100% of AUM
Avg account
$1M
Accounts
929
Employees
11
Advisory reps
11

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

FINTRX

Overview

SKY Investment Group LLC is an independent registered investment adviser (SEC registered in 2005) that manages discretionary portfolios for individuals, families and some institutional clients. The firm operates under a percentage-of-AUM fee model and focuses on portfolio management for individuals and small businesses while also providing pension consulting services. SKY works with third-party alternative managers rather than acting as a dedicated capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, State & Local Bonds 9%, Investment Grade Corp Bonds 7%, US Government Bonds 6%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 5%67%
  • Exchange Traded Equities67%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds7%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3

  • William Newman

    Chief Financial OfficerCRD 4903870

  • Robert Bingham

    Robert Bingham

    President and Chief Investment OfficerCRD 1417739

  • Kendall Bolt

    Kendall Bolt

    CEOCRD 6958414

Contacts

3 of 8
  • John Waterman

    John Waterman

    Director of Research & Portfolio ManagerCRD 6250669

  • Catherine Mullen

    Catherine Mullen

    Account ManagerCRD 6802419

  • Jared Soper

    Jared Soper

    Senior Portfolio ManagerCRD 833944

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$15.8M in ETFs

Passive

100%

$15.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$5M64,57731.56%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth