Our approach is to provide institutional-quality investment management to each of our clients. We feel it is imperative that both Skippack Investment Advisors and our clients embrace a long-term perspective. With that understanding in mind, a rigorous review process is initiated in order to establish the investment parameters, including investment goals, risk tolerance, income requirements, and appropriate asset allocation. It is then our goal to optimize returns within the parameters mutually established with each client.

Our portfolios are crafted through the combining of our strategic thinking about the markets and our disciplined analysis of opportunities presented in the marketplace. We pay close attention to the mix of securities in a portfolio as we feel that active management of the asset allocation process may contribute to total return in a meaningful way. Since all of our portfolios are customized to fit the particular requirements of each client, all portfolios are closely monitored relative to the established goals and objectives.

We feel that it is imperative that our interests are properly aligned with those of our clients. Therefore, Skippack Investment Advisors is compensated solely on a fee basis. We derive no income or benefit from the pruchase and sale of securities or from the rendering of advice.