SKYLINE Portfolio Management

Implementation

Our Senior Private Investment Management PIM® portfolio managers Steve Frank and Martin Wilhelmy will tailor discretionary portfolios of individual securities to address your investment objectives, and will always maintain reportable accountability.

Menu of Private Investment Management portfolios with the following objectives:

SKYLINE Global Growth

SKYLINE Growth

SKYLINE Core Equity

SKYLINE Dividend Growth

SKYLINE Dividend Focus

SKYLINE Global Moderate Growth

SKYLINE Total Return Growth

SKYLINE Core Moderate

SKYLINE Moderate Dividend Growth

SKYLINE Global Balanced Growth

SKYLINE Balanced Total Return

SKYLINE Core Balanced

SKYLINE Balanced Dividend Growth

SKYLINE Aggressive Income

SKYLINE Balanced Income

SKYLINE Conservative Income

SKYLINE ETF Conservative Growth

SKYLINE ETF Total Return Balanced

1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost. 

2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.

The [Quantitative Choice / Fundamental Choice / PIM] program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
skyline.png