Broker and Custodian Links
SKY Investment Group maintains relationships with a number of brokers and banks who custody assets
for our clients. Because we are independent of any custody entity, you can locate your account with
the asset custodian who best suits your particular need for security, account services, cost and
convenience.
Links to some of the custodians with whom we maintain relationships are listed below:
UBS Financial Services
Charles Schwab
Merrill Lynch
SKY maintains complete records of your account independent of the securities custody relationship you choose to use.
This facilitates consolidated reporting of your assets across multiple custodians and simplifies
recordkeeping in the event you need to re-title any of your accounts or change custody relationships.
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