Work with an Accredited Investment Fiduciary® (AIF®) who has the education and qualifications that demonstrate a commitment to acting in the best interests of our clients. Skyline Advisors works as a team on behalf of our clients, building long term relationships based on honesty, integrity and trust.

We understand the fiduciary requirements that non-profit board members have because we service these types of relationships, but also because we have experience serving on boards ourselves.

We can help you with your Investment Philosophy Statement, help you accept donations of stock, connect your accounts to your bank and discuss investment selection and portfolio allocation decisions in consideration of your due care over donor funds.