C. E. Skowrup & Co.

C. E. Skowrup & Co. provides investment advisory and portfolio management services primarily to individual clients, including high‑net‑worth and non‑HNW households. The firm offers non‑discretionary portfolio management, retirement rollover guidance and participant education, and may invest client accounts in individual equities, fixed income, mutual funds, ETFs and certain retirement products.

Portfolios are tailored to each client’s objectives and the firm uses a mix of fundamental, technical and cyclical analysis; its equity selection emphasizes large U.S. companies with earnings growth, strong free cash flow, return on equity above 15% and relatively low leverage, while fixed‑income recommendations focus on investment‑grade issues with shorter durations (typically three to five years). The firm generally maintains a low‑turnover, buy‑and‑hold approach but operates predominantly on a non‑discretionary basis, meaning it must obtain client approval before placing trades and clients therefore need to be available during market hours to authorize transactions.

Distinctively for its peer group, the firm reports essentially all assets — about $17.9 million — as non‑discretionary and manages a very small client base (one advisor serving eight clients), which shapes its service model and communication practices. The principal also operates an unaffiliated registered investment adviser and an insurance agency (disclosed in the brochure), a dual‑role arrangement the firm identifies and manages as a potential conflict of interest.