Skyy Financial Group, LLC

Overview

Skyy Financial Group, LLC is a small, owner-operated advisory firm that acts as an active capital allocator for individual, family and institutional clients. The firm’s advisory activity centers on discretionary portfolio management across individual/small business accounts, pooled investment vehicles and institutional/business mandates. It also provides pension consulting, selection of other advisers, security pricing services, market timing services and educational seminars. Investment tilts are toward public equities: the firm reports a clear preference for exchange-traded securities and uses liquid, publicly traded instruments as the backbone of client portfolios. Fee arrangements are varied — percentage-of-AUM, hourly, fixed-fee, commissions and performance-based structures are all part of the mix — which suggests flexibility for both smaller advisory relationships and incentive-aligned mandates. Skyy Financial Group does not identify as an active ESG investor and is not a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices