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Value From
A Different Perspective

At SKBA, our seasoned professionals bring passion and commitment to our time-tested investment process.

Our firm brings together an experienced group of investment professionals committed to a proven value-based investment approach first pioneered by our founding principals.

An investment discipline and commitment to meeting client objectives that has been developed, refined and maintained since 1989.

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Investment Strategies

Value Equity Income

Separate Account
Mutual Fund
SMA/UMA Managed Account

Value Equity
 
Separate Account

ESG Value Equity
 
Separate Account
Mutual Fund
SMA/UMA Managed Account

Core Fixed Income
 
Separate Account


Envestnet 2023 Asset Manager Award Disclosure: SKBA Capital Management, LLC was selected by Envestnet | PMC as the 2023 Manager of the Year for Large Cap Equity category. SKBA was given the award on April 26, 2023.  To be eligible for an award, managers must be broadly available on the Envestnet platform. They also need to have at least $100 million in assets under management, and a three-year track record. A manager’s product must also be reported through Envestnet | PMC’s Premium Research solutions, which conducts investment-manager due diligence and research for advisors. Envestnet | PMC considers a variety of qualitative and quantitative criteria when selecting award winners and finalists, including tax efficiency, investment process and style, customer service, composite, and firm profile, in addition to performance.  Their systematic, proprietary, and multi-factor methodology for this awards program harnesses a variety of qualitative and quantitative criteria to identify award finalists from among the thousands of managers on the Envestnet platform. The criteria for this award was evaluated for the year of 2022. SKBA did not pay directly or indirectly to be considered nor to receive this award.
 

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601 California Street

Suite 1500

San Francisco, CA 94108

​

800.969.7852

415.989.7852

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