News & Events

SKWealth Launches New Investment Management Service

Our affiliate SKWealth has launched a new investment management service – Digital Portfolio – to include clients with a minimum investment as low as $100,000. While everyone can benefit from an SKWealth financial plan, they have encountered clients who wish to invest with them after the completion of their financial plan but, for one reason or another, do not meet the minimum account size of $500,000.

In order for these clients to access SKWealth’s investment management services, they have launched a new, lower-cost, automated option that is designed to help smaller account sizes access custom designed portfolios and grow. This option is designed to help a client continue on their path of securing their financial future and includes:

Sophisticated, Personalized Investment Portfolios

  • Custom Portfolio Design
  • Automated On-Boarding and Reporting
  • Automated Portfolio Rebalancing
  • Automated Tax-Loss Harvesting

Financial Planning Tools

  • Account Aggregation
  • Budgeting
  • Tracking of Spending
  • Secure Vault – electronic storage of important documents (wills, insurance policies, trusts, etc.)

Please contact Matthew Neyland, CFA, CAIA, at 401-331-1575 to learn more, or visit http://SKWealth.com.