A complete list of active advisors currently associated with Sky Vision Wealth Management Corp.

Warmer can help you find a great advisor at Sky Vision Wealth Management Corp. or one who fits your needs even better.

Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high‑net‑worth and other individual clients, typically on an asset‑based fee basis. The firm manages roughly $101 million for about 82 clients through a three‑advisor team and documents client objectives and constraints in individualized Investment Policy Statements. The firm’s investment process draws on a broad set of analytical techniques — including fundamental, technical, quantitative, charting, cyclical analysis and modern portfolio theory — and it employs long‑ and short‑term trading, margin transactions, and a wide range of vehicles such as mutual funds, ETFs, equities, fixed income, REITs, hedge funds, private equity, venture capital and non‑U.S. securities. SVWMC generally seeks discretionary trading authority, conducts monthly account reviews, and may allocate client assets to third‑party managers after due diligence. Noteworthy features in the brochure include a significant non‑U.S. client base and explicit use of non‑U.S. securities and private placements, and the firm’s principal owners are Sky Vision Wealth Management Limited and Cubetech Investment Limited. The brochure also discloses that SVWMC has no account minimum despite its HNW focus, that it may receive research or services from custodians (soft‑dollar benefits), and that it charges its standard advisory fee in addition to fees charged by selected third‑party managers.

To learn more about the advisors currently working at Sky Vision Wealth Management Corp., 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.