A complete list of active advisors currently associated with SkySail Wealth Management LLC

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

Skysail Wealth Management serves individual and high-net-worth clients with ongoing portfolio management, documenting each client's goals, tax situation, and risk tolerance in an Investment Policy Statement. The firm provides both discretionary and non-discretionary advisory services and also uses a third-party platform to manage held-away defined contribution participant accounts without taking custody. The adviser employs a wide set of analytical methods—charting, cyclical and technical analysis, fundamental and quantitative analysis, and modern portfolio theory—to build portfolios that are generally equity-focused but may include mutual funds, ETFs, fixed income, REITs and other vehicles. Investment strategies span long- and short-term trading and explicitly include higher-risk techniques such as margin, short sales and options trading, and the firm indicates it may use private placements and venture capital funds when appropriate. Noteworthy for a solo independent adviser, Skysail combines participant-account management for held-away retirement plan accounts with the capability to access alternative and private investment types that are less common at firms of this size. The firm requires custody at Schwab Institutional, does not accept proxy-voting authority, and provides quarterly custodian and adviser reports for client review.

To learn more about the advisors currently working at SkySail Wealth Management LLC, 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.