Professional Community
It is easy to overlook or undervalue one of sKan’s most rewarding benefits, that of being part of an engaged professional community. We share the benefits of a vast and diverse set of experiences and ideas, along with the stability of working alongside a network of our trusted peers. In many cases, these trusted peers are the result of career-long friendships with unmatched levels of trust. We allow members to leverage these professional relationships and provide end clients with more options for help while their advisor is unavailable. We also participate in multiple industry-wide benchmarking engagements and share relevant trends, benchmarks, and more.
Compliance
We allow advisors to manage the risks unique to them…and defer the rest. sKan manages the areas of common interest for participating members by allowing advisors to choose which services and model series they utilize. This unique structure allows members to better manage their individual cost of compliance and share those costs we all have in common.
Investments
Our investment philosophy focuses on what we control…and letting go of the rest. Our primary and intrinsic goal is the elimination of unnecessary costs, no matter the source (fees, taxes, opportunity, etc…). Plus, our coordination allows us to strengthen relationships with custodians and enjoy unique custodial solutions with lower fees. We offer “Market”, “Market + Factor”, and “Market + Factor + Alternatives” model portfolios. This allows our members to select the Model series that best matches their style and client preferences. We monitor portfolios daily for threshold-based rebalancing opportunities and perform all billing responsibilities. sKan also offers reporting options and access to Client Portals with Orion or Tamarac.
HR Benefits
As many small business owners already know, there are fewer insurance options available and they cost much more when you don’t have many employees. There are also differences between individual and large corporate sponsored 401(K) plans. We have built sKan to maximize optionality and flexibility for our members. Our goal is to provide them a wealth of competitive benefit options to best fulfill their personal preferences.
Marketing & Communications
We have fully integrated email templates and contact calendars that give our members a professional turnkey solution. sKan also facilitates our members' branding across the entire platform and offers a prefill option for all white-label content. We also grant access to select member produced work product and curate the content provided by custodians and asset managers.
Accounting Services
sKan allows members to consolidate many of their shared expenses and business synergies to unlock efficiencies, productivity and purchasing power, and to enjoy a more streamlined and friendly accounting process. Members who choose to adopt this service will enjoy a single 1099 showing net distributions to their firm.
Summary of Services
sKan’s role is to provide essential, reliable, proactive and cost efficient services to support our members' client relationships. sKan is an exclusive member-only family of professional members, who seek to provide a much broader and richer variety of options in the service of their clients. We currently do not offer individual client-facing services. At sKan, we have your back-office covered.