SkyOak’s Asset Management Group is committed to managing multiple styles of investment strategies with the intention to remain consistent with the current market and to cover most asset classes.
SkyOak primarily utilizes open architecture, in that we do not generally select individual securities within our firm. Whenever possible, we build portfolios by selecting specialists or firms providing specialized technical analysis who focus their research process on a specific area of the investment marketplace or methodology. To invest our client portfolios, we typically utilize a combination of separately managed accounts utilizing active management organizations or model portfolios utilizing specific research and methodology consisting of individual stocks and/or exchange-traded funds (“ETFs”).
