Perfectly Comfortable Being Non-Consensus.
We don’t care about what the herd is doing. In fact, we believe group think in both financial planning and markets is often wrong & tends to lead to unexpected problems. We care about the quality of the advice we provide you, not whether it agrees with commonly held beliefs or opinions.
Custom Means a Plan Built Specifically for You.
Our industry has become increasingly cookie cutter. Ready-made portfolio solutions that look at single factors (i.e., age), or perhaps grouping you into a “risk tolerance model” based upon how you answered a confusing & flawed questionnaire, have sadly become the norm. The problem is that 1) you’re not cattle and 2) markets don’t work that way. At Sky Vision, we don’t take the easy way out by boiling your situation down to a couple numbers or statistics. We invest as much time as it takes to understand you & your goals on a personal level.
Actionable Advice. Stuff that matters.
We’re not big on theories. Ever listen to someone talk eloquently about a subject, yet you leave wondering what on earth you are actually supposed to do with the information? Not here. Our only objective when making a recommendation is to provide you with an actionable idea that can actually help you take real steps towards where you want to go.
