Skyline Advisors, Inc.

Overview

Skyline Advisors, Inc. is a small, owner-operated advisory firm that registered with the SEC in 2015 and operates as a corporation. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services include discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Skyline reports incorporating environmental, social, and governance considerations into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives