Hartford, CT logo

Hartford, CT Office

Team
Updated today
Sky Investment Group LLC logo

Sky Investment Group LLC

Team

Firm-wide stats for Sky Investment Group LLC

Total advisors

10

Across 2 offices

Clients per advisor

39 Low

Avg AUM per client

$2,365,773 Very High

HNW client ratio

100% Very High

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

Expertise

Wealth management

Based on Sky Investment Group LLC

Location

One Financial Plaza, Suite 1210

Hartford CT 06103

Advisors at this office

9

Advisors at this office

user avatar

John W

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.

Wealth management
user avatar

Margaret H

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Margaret Hubbard is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation, managing diversified portfolios primarily for high-net-worth households through fundamental analysis and a range of equity and fixed-income strategies.

Wealth management
user avatar

Catherine M

Series 65

Hartford, CT

Sky Investment Group LLC

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and nine years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, applying fundamental analysis to manage accounts on a discretionary basis.

Wealth management
user avatar

Kent Z

Series 65

Hartford, CT

Sky Investment Group LLC

Kent Zahner is a financial advisor at Sky Investment Group LLC with 22 years of industry experience. He holds a Series 65 designation and previously worked for Keynote Financial Services, LLC for 22 years and Magdefrau, Renner & Ciaffaglione LLC, CPA's for 26 years. Mr. Zahner is a licensed CPA but no longer practices accounting. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios emphasizing large, financially strong companies, using a fundamentally driven investment approach.

Wealth management
user avatar

William N

Series 65

Hartford, CT

Sky Investment Group LLC

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Wealth management
user avatar

John W

Series 65

Hartford, CT

Sky Investment Group LLC

John Waterman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Sky Investment Group LLC since 2011. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm emphasizes long-term capital preservation through diversified portfolios managed using fundamental analysis, focusing on large, financially strong companies.

Wealth management
user avatar

Robert B

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Robert Bingham is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, using fundamental analysis to guide investment decisions.

Wealth management
user avatar

Richard P

Series 65

Hartford, CT

Sky Investment Group LLC

Richard Pye is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and six years of industry experience. He has been with Sky Investment Group since 2020, following a decade of schooling. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations, focusing on long-term capital preservation through diversified equity and fixed-income portfolios primarily for high-net-worth households. The firm uses fundamental analysis to guide investment decisions and manages all accounts on a discretionary basis with quarterly reviews.

Wealth management
user avatar

Jared S

Hartford, CT

Sky Investment Group LLC

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He previously worked for YHB Investment Advisors, Inc. for 21 years. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified equity and fixed-income portfolios managed primarily on a discretionary basis.

Wealth management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)