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Wealth Management

SKK Wealth Management is focused on providing investment management advice and solutions to high net worth families, family offices, foundations, endowments, and institutions. 

With more than $7.7 billion in assets under management, our boutique model affords us the ability to focus on our clients' needs.

We assist our clients in prudently managing their fiduciary responsibilities, providing them with a valuable set of resources to oversee portfolio design, investment research, ongoing investment monitoring, tax management, cost controls, intergenerational wealth transfer, and customized consolidated reporting. 

We seek to exceed our clients expectations and provide an environment focused on transparency, control and long-term commitment to their success.

The team’s analysts conduct  quantitative and qualitative analysis on a broad range of  investments, from ETFs and mutual funds to alternatives including private equity and
real estate. 

Our proprietary technology provides the team with enhanced research capabilities, allowing for better analytics and more time to spend on operational and qualitative diligence.

The firm’s Research and Investment Committees are process driven, guided by
our fiduciary and governance systems. Client-facing consultants are guided by our clients‘ Investment Policy Statements.

See our Wealth Management Services