French and Skloff Investment Advisors, LLC

French and Skloff Investment Advisors is an independent asset manager that works with both institutional clients and individual investors, including non-high-net-worth and high-net-worth individuals, delivering portfolio management and ongoing financial planning through separately managed accounts. Services described in the brochure include asset allocation, internally managed equity strategies (Small‑Mid Cap Value, All‑Cap Value, and a hedged equity strategy), manager selection, portfolio risk assessments, and option overlay strategies.

The firm applies a value‑oriented, fundamental bottom‑up research process—using valuation and cash‑flow screens followed by company‑level analysis—and combines that with top‑down macro considerations for its hedged mandates. Portfolios are assembled with diversification across equities, fixed income and alternative assets, active ETF management where appropriate, and tailored overlays such as covered‑call writing; the firm may also refer clients to vetted third‑party advisers for specific insurance or annuity needs.

Noteworthy aspects include offering a performance‑based fee option for accredited investor equity mandates and a hedged equity product that uses a dynamic covered‑call overlay, both of which are less common among peers in this category. The firm is newly formed and reported no discretionary client assets under management as of the filing date; it also discloses an affiliation in which a principal maintains an additional advisory registration and describes trade batching and a formal Code of Ethics to address conflicts.