Skidmore Advisory Services, Inc.

Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools/political sub‑divisions and small businesses. The firm offers both discretionary and non‑discretionary portfolio management and delivers one‑time or ongoing financial planning covering cash flow, tax, retirement and estate topics.

Investment programs are tailored to each client’s stated objectives and risk tolerance, using fundamental analysis and third‑party research; strategies described in the brochure include long‑term and shorter‑term equity positions, trading and option strategies where appropriate. Accounts are reviewed at least quarterly and written financial plans are completed and delivered within stated timeframes, with additional reviews triggered by changes in tax law, investment information or client circumstances.

Notable distinctions include an affiliation between the firm’s principal and a separate CPA/accounting practice, with the firm disclosing that the accounting practice provides tax preparation and related services and that the principal spends a portion of time on those activities; the firm also offers to prepare an individual tax return at no charge for certain managed‑account households. The brochure also discloses an affiliation with a property management company and identifies schools/political sub‑divisions among its client types, items the firm treats as potential conflicts of interest and discloses in its compliance procedures.