SK Advisors

SKADVISORS IS YOUR PERSONAL CFO. OUR RELATIONSHIP WITH YOU INVOLVES A PERSONALIZED APPROACH TO YOUR FINANCES AND GOALS FOR YOUR LIFE. THROUGH OUR INVESTMENT EXPERTISE, WE HELP YOU PLAN FOR THE FUTURE, DEVELOP THE RIGHT PLAN WITH THE RIGHT SOLUTIONS, AND ENSURE YOUR FUTURE IS SECURE.

WEALTH MANAGEMENT, PLANNING AND ADVICE

SKadvisors provides comprehensive and ongoing investment management. We develop and implement an asset allocation strategy tailor-made to accommodate the individual goals, objectives, and risk tolerance of our clients and take a strategic long-term approach to portfolio management rather than trying to “time-the-market” or invest in short-term trends. Where our clients are today and where they want to go tomorrow is our focus. We navigate the larger economic and market environment to keep our client’s financial goals on course and provide financial planning to help our clients save for retirement and college, provide for heirs or prepare for major purchases. With our clients, we plan for minimizing taxes and developing strategies for generational wealth transfer.

INDEPENDENT AND PRIVATELY OWNED

SKadvisors is not owned or operated by a broker/dealer. As such we have access to a broader range of products than those typically available to broker/dealer representatives working on a sales commission basis or limited to mostly proprietary products. This independence enables us to offer our clients more options to meet their unique interests.

FEE-BASED ONLY

Fees charged by SKadvisors are based solely on client assets under management. We do not receive commissions for our trades or product selection, nor are we compensated by any custodian, brokerage house, or investment company. We are paid only by our clients, and for this reason, our interests are perfectly aligned with those of our clients.

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Bruce D. Kelvington
1716 OAKMONT LANE
ORLANDO, FL 32804
FAX: 407.479.3634