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Sky Investment Group LLC

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Client assets under management

$913,188,512

Clients

386

100% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

55

Typical

Average account size

$2,365,773

About

SKY Investment Group LLC is a discretionary asset manager that oversees approximately $931 million for individuals, families, businesses and charitable organizations, documenting client goals through a "Portfolio Objectives and Considerations" statement. The firm emphasizes long‑term capital preservation and manages diversified portfolios across equities and fixed income for primarily high‑net‑worth households.

Investment decisions are driven predominantly by fundamental analysis and include long‑ and short‑term equity and fixed‑income strategies with an emphasis on large, financially strong companies and diversified allocations. All accounts are managed on a discretionary basis, reviewed at least quarterly, and clients may impose investment restrictions incorporated into each account’s documented objectives.

The firm’s ownership structure is a notable distinction: SKY was acquired by Aspen Standard Group in 2025 and is part of a family of affiliated registered advisers and private fund vehicles tied to Alpine Investors, a relationship the brochure identifies as creating potential conflicts of interest regarding allocation of opportunities among affiliates. The brochure also indicates SKY does not offer standalone financial planning engagements and does not target non‑high‑net‑worth individual clients.

Client services

Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Percentage

$0 - $2,000,000: 0.95% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually $1,000,001 - $20,000,000: 0.25% annually $20,000,001+: 0.20% annually

Other

Fee-only: Investment management fees based on tiered asset-based fee schedules described above

Main office location

Sky Investment Group LLC

One Financial Plaza, Suite 1210

Hartford CT 06103, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Maryland · Massachusetts · Minnesota · New Hampshire · New York · North Carolina · Texas · Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John W

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.

Wealth management
user avatar

Margaret H

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Margaret Hubbard is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group provides discretionary investment management to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, using fundamental analysis and a mix of equity and fixed-income strategies.

Wealth management
user avatar

Catherine M

Series 65

Hartford, CT

Sky Investment Group LLC

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and eight years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis and a combination of equity and fixed-income strategies, managing accounts on a discretionary basis with documented client objectives.

Wealth management
user avatar

William N

Series 65

Hartford, CT

Sky Investment Group LLC

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Wealth management
user avatar

John W

Series 65

Hartford, CT

Sky Investment Group LLC

John Waterman is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation with 12 years of industry experience. He has been with Sky Investment Group since 2011, working within an eight-advisor team. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis of large, financially strong companies and offers both equity and fixed-income strategies, alongside a lower-fee Strategic Liquidity service for cash management and short-term liquidity needs.

Wealth management
user avatar

Robert B

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Robert Bingham is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Sky Investment Group since 2005, contributing to the firm's team of eight advisors. Sky Investment Group provides discretionary investment management services primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in financially strong companies, using fundamental analysis alongside selective equity and fixed-income strategies.

Wealth management
user avatar

Richard P

Series 65

Hartford, CT

Sky Investment Group LLC

Richard Pye is a financial advisor at Sky Investment Group LLC with five years of industry experience. He holds a Series 65 designation and has been with Sky Investment Group since 2020. Prior to his advisory role, he spent ten years in various educational pursuits. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies.

Wealth management
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