Hartford, CT Office
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Sky Investment Group LLC
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Firm-wide stats for Sky Investment Group LLC
About
SKY Investment Group LLC is a discretionary asset manager that oversees approximately $931 million for individuals, families, businesses and charitable organizations, documenting client goals through a "Portfolio Objectives and Considerations" statement. The firm emphasizes long‑term capital preservation and manages diversified portfolios across equities and fixed income for primarily high‑net‑worth households.
Investment decisions are driven predominantly by fundamental analysis and include long‑ and short‑term equity and fixed‑income strategies with an emphasis on large, financially strong companies and diversified allocations. All accounts are managed on a discretionary basis, reviewed at least quarterly, and clients may impose investment restrictions incorporated into each account’s documented objectives.
The firm’s ownership structure is a notable distinction: SKY was acquired by Aspen Standard Group in 2025 and is part of a family of affiliated registered advisers and private fund vehicles tied to Alpine Investors, a relationship the brochure identifies as creating potential conflicts of interest regarding allocation of opportunities among affiliates. The brochure also indicates SKY does not offer standalone financial planning engagements and does not target non‑high‑net‑worth individual clients.
Based on Sky Investment Group LLC
Location
One Financial Plaza, Suite 1210
Hartford CT 06103
Advisors at this office
9
Advisors at this office
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