SKB Advisory, LLC

SKB Advisory, LLC provides investment supervisory services and financial planning to a mix of individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm also offers employer benefit plan services and educational seminars, and implements client portfolios in coordination with a third‑party money manager.

The firm's investment approach emphasizes fundamental, value‑driven analysis—seeking companies with strong balance sheets, dependable earnings, dividend growth, and international exposure—and favors long‑term holdings bought with a margin of safety; options strategies such as covered calls are used only occasionally. Portfolios are managed under client investment policy statements and the brochure indicates the firm supervises both discretionary and a materially larger amount of non‑discretionary assets ($142,586 discretionary vs. $358,004 non‑discretionary as of March 13, 2024).

Noteworthy distinctions include an affiliation with an accounting practice: the firm’s principal directs a public accounting business, and the adviser is affiliated with an accounting firm, an arrangement the brochure highlights as uncommon among similar independent advisers. The firm’s engagement in pension consulting and work for pension/profit‑sharing and other institutional clients further sets it apart from many peers of its size.