SKG Wealth Management builds personalized portfolios using institutional investment partners with decades of proven track records. For core portfolio management, we partner with a firm founded in 1974 with over $45 billion under advisement, specializing in tactical strategies that monitor market conditions across multiple time horizons. For high net worth clients, we utilize separately managed accounts through one of the world's oldest and largest asset managers with over $2 trillion in AUM. Every portfolio is customized to your goals, tax situation, and risk tolerance.
We believe investment management should be disciplined, evidence-informed, and deeply personalized. Our approach combines the institutional resources of two premier investment firms with SKG's hands-on financial planning and tax coordination — giving you the best of both worlds: institutional-caliber investing with the personal attention of a local, independent advisor.
Our Investment Partners
For core portfolio management, we partner with an institutional investment firm founded in 1974 with over $45 billion under advisement. Their multi-discipline approach combines growth, fixed income, and tactical strategies designed to complement one another. Their investment team analyzes market conditions across multiple time horizons to guide portfolio positioning — with the ability to adjust equity exposure when conditions warrant a more cautious approach. This disciplined process has been refined over five decades.
For high net worth clients, we partner with one of the world's oldest and largest asset managers — privately held with over $2 trillion in AUM and more than 90 years of history. Their investment system uses multiple portfolio managers with diverse perspectives on every portfolio, creating deeper diversification of ideas, not just assets. Emphasis on long-term results, tax efficiency, and reducing volatility. Privately held structure avoids short-term public shareholder pressure.
Our Six-Step Investment Process
Every portfolio starts with understanding you — your goals, timeline, risk tolerance, tax situation, income needs, and what keeps you up at night. We do not begin investing until we understand your complete financial picture.
We design a customized investment strategy using institutional-quality research and portfolio construction principles. Your strategy specifies asset allocation targets, risk parameters, tax considerations, and rebalancing rules tailored to your specific situation.
Using our institutional investment partners — which include firms with decades of experience in tactical portfolio management and separately managed accounts for high net worth clients — we build diversified portfolios using the best available vehicles across the entire marketplace.
Your portfolio is monitored continuously. Our institutional partners analyze market conditions across multiple time horizons using macroeconomic, fundamental, and technical factors to guide tactical allocation decisions. When market risks outweigh potential rewards, portfolios can adjust equity exposure to help protect your assets.
Every investment decision considers tax impact. We coordinate with your CPA on tax-loss harvesting, asset location optimization (which accounts hold which investments), Roth conversion timing, and distribution sequencing to minimize your lifetime tax burden.
We conduct systematic reviews to ensure your portfolio remains aligned with your goals as markets move and your life evolves. Rebalancing is done thoughtfully — not on an arbitrary calendar — considering tax implications and transaction costs.
What Makes Our Approach Different
Open Architecture: We are not limited to proprietary funds. We access the full marketplace — thousands of mutual funds, ETFs, individual securities, and separately managed accounts from hundreds of providers — to find the best fit for your situation.
Tactical Positioning: Most advisors simply ride the market up and down. Through our institutional partnerships, our portfolios have the ability to tactically adjust equity exposure during periods of elevated market risk — providing a layer of downside protection that static portfolios cannot offer.
Tax Integration: Investment decisions are never made in a vacuum. Every trade, rebalance, and distribution considers the tax impact. We coordinate directly with your CPA to ensure your investment strategy and tax strategy work together.
Institutional Access, Personal Attention: Our institutional partnerships give you access to the same caliber of investment management used by institutions and ultra-high-net-worth families — firms with $45 billion and $2+ trillion under management, respectively — without requiring millions to get started.
See How We Would Manage Your Portfolio
Bring your current statements for a complimentary portfolio review. We will show you exactly how our approach differs.
