Our Services

Skains Investment Partners provides comprehensive investment, retirement, and insurance solutions for individuals, families, and businesses. Services are tailored to each client’s objectives, risk tolerance, and long-term goals.

 

Investment & Account Services

Account Structures

We provide advisory and brokerage services for:

  • Individual Accounts
  • Corporate Accounts
  • LLCs & Partnerships
  • Trust Accounts
  • Tax-Advantaged Education Savings Plans

Flexible Fee Structures

  • Commission-Based Accounts
  • Fee-Based Advisory Accounts

Compensation structures are selected based on what best aligns with your investment strategy and preferences.

Investment Solutions

Customized portfolios may include:

  • Stocks
  • Government Securities (Bills, Notes, Bonds & Agencies)
  • Municipal Bonds (Taxable & Tax-Exempt)
  • Corporate Bonds (Fixed Rate, Step-Up & STRIPS)
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Certificates of Deposit (CDs)
  • Options Strategies

Retirement Planning

Individual Retirement Planning

  • Traditional & Roth IRAs
  • IRA Rollovers
  • SEP IRAs
  • SIMPLE IRAs

Employer-Sponsored Retirement Plans

  • 401(k) Plans
  • Profit-Sharing Plans
  • New Plan Design & Implementation
  • Plan Takeovers & Service Improvements
  • Cost & Investment Reviews

Retirement plan evaluations include detailed analysis of investment options using performance metrics such as Alpha, Beta, R-Squared, and historical performance data to help identify appropriate and competitive choices.

Corporate Retirement Plan Consulting

We assist businesses with:

  • Troubleshooting existing retirement plans
  • Improving service, pricing, and investment selections
  • Transitioning plans to better platforms
  • Enhancing fiduciary oversight processes

Our goal is to help employers provide competitive, well-structured retirement benefits while maintaining cost efficiency.

Insurance & Risk Management

Comprehensive protection strategies may include:

  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Buy-Sell Agreement Funding
  • Second-to-Die (Survivorship) Estate Planning Insurance
  • Long-Term Care Insurance
  • Fixed Annuities
  • Variable Annuities

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Looking for guidance beyond the basics?

Whether you’re planning for retirement, managing benefits, or protecting your assets, we’re here to help every step of the way.

Get Started Today