SKG Investment Services, LLC

SKG Investment Services serves high-net-worth individuals, trusts, estates, and charitable organizations, overseeing approximately $30 million of client assets that are managed by third-party money managers. The firm’s services focus on the selection and ongoing monitoring of independent registered investment advisers and on helping establish each client’s Personal Investment Policy Statement.

The firm’s investment process emphasizes due diligence on third-party managers—examining investment philosophies, holdings, past performance, and business/compliance practices—and uses fundamental analysis as part of its evaluation. Management relationships are primarily non-discretionary: SKG recommends and monitors managers but generally does not direct daily trading or vote proxies on client accounts.

Notable and uncommon features for an independent adviser include an affiliation with an accounting firm whose owner is also active in providing accounting and tax services, with reciprocal referrals disclosed to clients and steps taken to address the resulting conflicts of interest. The firm is compensated by the recommended money managers (rather than solely by direct client billing) and does not provide direct portfolio management for individual non‑HNW clients.