Investment Management

We believe that minimizing investment expenses is paramount to building wealth.

Skyline Advisors provides investment management services where your goals and investment portfolio are matched in a collaborative effort between advisor and client. We meet with you to discover your goals, investment time horizon, risk tolerance and existing financial resources. We work with you to establish or transfer your investment accounts. An Investment Strategy is developed and mutually agreed on and implemented.

Investment Process
  • Define Asset Allocation
  • Select Asset Classes
  • Choose Investments for Portfolio
    • Stocks
    • Bonds
    • Mutual Funds
    • Exchange-Traded-Funds (ETFs)
  • Implement Strategy
  • Monitor and Rebalance Portfolio

Planning for Retirement?

When you left your old job, did you leave your retirement account behind? We will take an objective look at your company retirement plan account and determine if a rollover is right for you. We will look at investment options, expenses, taxes and withdrawal options to make sure your retirement plan is optimized for you.

“In real terms, an experienced Financial Advisor can offer the strategic planning, discipline, and monitoring that can add up to an additional three percentage points of net return to your portfolio”

–Putting a value on your value: Quantifying Vanguard Advisor’s Alpha™, March 2014

Skyline Advisors believes that high costs and conflicting broker incentives detract from your investment performance. We aim to remove those obstacles by upholding the Registered Investment Advisor Fiduciary Standard and offering complimentary, commission-free trading and access to institutional share class funds. This special and unique advantage allows us to select for inexpensive and better performing investment options.

Research has shown that cheaper funds are not only less expensive, but have also outperformed more expensive funds.*

*Morningstar® “How expense ratios and star ratings predict success”, Aug. 2010

Skyline Advisors believes that investing is a process, not an event. Our investment philosophy relies on foundational investment principles including asset allocation and diversification within an open-architecture platform where choices and independence provide a framework for our investment portfolios and advice. We consider your income needs, taxes, automatic deposits and liquidity needs. Life happens and your strategy should be updated accordingly.

We also have access to third party money managers. If you want to utilize outside money managers, we can accommodate. Contact us for more information.