Sky Investment Counsel Inc. is a large advisory firm based in Toronto, On. It manages $1.75 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004.
Sky Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sky Investment Counsel Inc. is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sky Investment Counsel Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Alan Williams has been acting as President since 1 Aug 2004. William Winston Marlowe Ashby joined the executive team most recently as the Director.
The principal office where Sky Investment Counsel Inc. performs its advisory services is located at 1 Adelaide Street East, Toronto, On, M5 C 2 V9, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 4166237500 or by fax 4166237522. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.skyic.com.