Investment Implementation

Investment Implementation

SKWealth uses both internal and external research to develop our asset allocation models.

Mutual funds and ETFs are excellent vehicles for efficiently investing within our predetermined asset allocations. SKWealth has access to the mutual fund and ETF universe through our custodial relationship with Charles Schwab & Co.’s Institutional Division. Individual fund and ETF selection is made using analytical screens that weigh many factors, including (but not limited to) historical performance, adherence to stated investment objective, management status, tenure, portfolio size and internal fund expenses. The most important aspect of any investment decision is how it fits into the overall portfolio and helps us manage the risks.

For some clients, we will consider using separately managed accounts. Separately managed accounts utilize individual securities (i.e. stocks and bonds) and are managed by specialist money managers. Managed accounts are generally appropriate for high net worth clients, where the emphasis is on tax efficiency. The managers of these accounts are subject to the same due diligence standards applied to our mutual fund and ETF selections.

Read more Investment Management News