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We employ an investment philosophy that emphasizes portfolio management that is personalized to your needs, using actively-managed portfolios composed predominantly of individual stocks and bonds. We believe that sound advice doesn’t come from a single conversation. This is why we take the time to learn what’s most important to your organization before we provide feedback. Our process includes pairing you with advisors we know you’ll connect with, learning about you as a unique entity and developing a deep understanding of your long-term vision. A personalized approach helps assure that holdings in your portfolio are in accordance with your particular investment goals and risk tolerance. We primarily use individual securities to avoid the layering of fees and the lack of personalization that are associated with mutual funds and the generic model portfolios used by many financial advisory firms.

We believe the customized service we provide each client sets us apart and allows us to meet each entity’s unique requirements. We focus on your investments, so you can focus on your organization’s goal.

Retirement PlanningNonprofit Organizations

501(c)3 charitable organizations

Other non-profit entities

Foundations and Endowments

Private foundations

Scholarship endowments

Community service endowments

Retirement Plans

Pension funds

Cash balance plans

Profit sharing plans


Professional and trade associations

Alumni associations

Homeowners’ associations

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (713) 684-7000


Skyward financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.