Sky Investment Group LLC

SKY Investment Group LLC, established in 2005, specializes in managing investment portfolios for individuals, families, businesses, and charitable organizations. With a focus on long-term capital preservation, the firm emphasizes investments in large, financially strong companies with leading global positions. They offer tailored relationships, documenting client goals and objectives in a "Portfolio Objectives and Considerations" statement. All accounts are managed on a discretionary basis, allowing SKY to buy or sell securities without specific client consent. The firm does not impose a minimum account size for clients. SKY utilizes fundamental analysis predominantly, considering various factors when making investment decisions. Investment strategies include long-term and short-term purchases of equity and fixed income instruments, diversified across asset classes and sectors. Clients are informed about potential risks, such as interest-rate, market, inflation, and currency risks. SKY's fee structure is based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not charge performance-based fees to avoid conflicts of interest. SKY Investment Group LLC acts as a fiduciary, committed to acting in the best interests of its clients.