Naples, FL Office

SkyOak Wealth is a team-based registered investment adviser that serves individuals (including high net worth clients), families, corporate retirement plans, and other institutions with wealth management, investment management, comprehensive financial planning, family office and personal wealth manager services. The firm reports approximately $693 million in discretionary assets under management, is supported by a five-advisor team, and manages both proprietary portfolios and accounts run by third-party sub-advisers.

SkyOak’s investment approach is discretionary and customized, combining fundamental, technical and trend analysis within a core–satellite framework and providing ongoing monitoring, rebalancing and periodic reviews. Its platform includes proprietary actively managed strategies and separately managed accounts; the brochure describes alternative strategies such as managed futures and notes that, with client authorization, borrowing on margin may be employed in limited cases.

What is distinctive about SkyOak relative to many peers is the integration of actively traded proprietary models with outside separately managed accounts that can include alternative or leverage-related strategies — exposures the firm describes as selective and generally subject to client consent. The firm also combines family office and private wealth management services with corporate retirement plan advisory (including 3(21)/3(38) fiduciary roles), offering a broader mix of integrated services than some teams of similar scale.