A complete list of active advisors currently associated with Skyy Financial Group, LLC
Warmer can help you find a great advisor at Skyy Financial Group, LLC or one who fits your needs even better.
The firm provides investment advice and portfolio management to individuals, investment clubs, partnerships and business accounts, and offers a range of educational services. Services include discretionary and non-discretionary portfolio management along with 1-on-1 tutoring, small-group sessions, seminars, and a subscription trading service that distributes weekly trade lists, live market sessions, and a client chatroom. Its investment approach combines technical and value analysis with macroeconomic and global-event research, and the firm emphasizes tailoring recommendations to a client’s cash flow and risk profile. The firm may use options, futures, currencies and other short-term trading strategies (occasionally with margin) and employs stops and options hedges to manage downside risk. Notable departures from many small independent advisers include acceptance of performance‑based accounts for qualified investors and management of pooled or hedge‑fund style arrangements alongside standard asset‑based accounts. The firm also operates a “mirrored” discretionary option for some accounts, discloses referral/compensation arrangements for certain private investments, and is led by a principal who maintains an active academic appointment that informs the firm’s research and client education offerings.
To learn more about the advisors currently working at Skyy Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Old Bridge, NJ
| 10
|
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