Company Performance Metrics
Skill Capital Management provides investment advisory services focused on constructing low-cost, tax-efficient portfolios using Vanguard index mutual funds. The firm designs client portfolios with allocations to large-cap value stocks, large-cap growth stocks, small-cap stocks, international stocks, and, when desired, varying stock and bond mixes.
It uses a proprietary rebalancing model that systematically sells appreciated holdings and buys underweighted holdings to reduce emotional decision-making. Skill Capital Management also serves as general partner to SCM Stocks Plus Fund, LP, a hedge fund available to accredited investors who meet qualified client standards. The hedge fund structure is intended for clients seeking access to a pooled investment vehicle managed under the firm’s strategies.