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. is a Delaware‑organized investment adviser with a three‑person advisory team managing about $101 million for roughly 82 individual and high‑net‑worth clients. The firm offers ongoing portfolio management and financial planning, including individualized investment policy statements, portfolio monitoring, and the selection or oversight of third‑party managers and private investment vehicles. The firm's investment process combines multiple analytic approaches — charting, cyclical, fundamental, quantitative analysis, and modern portfolio theory — and can employ long‑ and short‑term trading, margin activity, and allocations to alternative strategies. Sky Vision typically seeks discretionary authority, documents client risk tolerance in an IPS, conducts due diligence on outside managers, and reviews managed accounts regularly. Distinctive features in the brochure include a significant non‑U.S. client base together with the use of non‑U.S. securities and private funds, a combination that is uncommon among peers in this category. The firm is majority‑owned by Sky Vision Wealth Management Limited and Cubetech Investment Limited, discloses that it may receive custodial research or soft‑dollar benefits, and allocates to third‑party managers while also receiving its advisory fee in addition to underlying manager fees.

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.