4400 Post Oak Parkway Suite 1460,
Unique in that our founders are part of three different generations/eras of investing dating back to when the Dow was at 1,000. We have the experience that has evolved with the market over that time and seen the wealth management business change for better and worse.
The client and his/her priorities should always come first. How can we create the most value to the client at the most reasonable cost? The norm in money management today is the client paying an advisory fee for an entire portfolio of ETFs and mutual funds. That leads to overlapping fees and a blended cost of 1.5% or higher.
At Skyward, we believe we have the experience and skill to provide the value of an ETF or mutual fund while saving the extra cost of being in those funds. Our research and knowledge of the market is unique because of the experience of our founders and the constant search for new talent to keep in place our forward looking approach to investing.
Skyward financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.