A complete list of active advisors currently associated with Skiver Investment Services
Warmer can help you find a great advisor at Skiver Investment Services or one who fits your needs even better.
Skiver Investment Services is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning and consulting to individual and high‑net‑worth clients. The firm reports managing approximately $27 million on a discretionary basis across about 239 client accounts and typically charges percentage-of-AUM fees while also offering hourly planning and quarterly consulting engagements. The adviser describes a customized, predominantly long‑term investment approach that combines fundamental, cyclical and charting analysis to construct portfolios of individual stocks, low‑cost mutual funds, ETFs and bonds. Portfolios are actively monitored with formal reviews at least annually (and typically quarterly monitoring), and the firm may rebalance or trade positions held less than a year to meet client objectives or market conditions. Notable differences from many peers include the relatively large client load for a solo practitioner—roughly 239 clients for one registered advisor—which is uncommon among independent firms, and the firm’s use of short‑term margin borrowings in client accounts, a practice the brochure highlights as an additional risk. The firm also discloses ancillary activity as a licensed insurance professional and maintains written policies (Code of Ethics, trade reporting, custody safeguards) to address conflicts and personal trading.
To learn more about the advisors currently working at Skiver Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Allen Park, MI
| 29
|
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