Portfolio Management. The heart of Skye Advisors is building portfolios that integrate the values-based issues with long-term growth of your investments.
Guidance & Solutions. Skye Advisors brings together all the pieces of your financial life to relieve stress and create real-life solutions to address what keeps you awake at night.
Community Engagement. In a global society, we are all connected. The issues that impact you, your family, and your community can bring us together to find common solutions to the real threats of our time.
Meet Julie Skye, Principal, Skye Advisors
With over three decades of experience in the financial services industry, Julie combines her experience with her passion for Values-Based Investing as she works with families, nonprofits, and endowments to identify their environmental, social, governance (ESG) values, and build portfolios around those factors. This process turns financial markets into change agents that tackle the issues that matter to each person, often with competitive returns and less volatility. Her knowledge of research-based best practices allows her to focus on strategic planning and investment policy design for families and organizations, and retirement plan participant education.
Previously, Julie was a Senior Wealth Advisor for Mariner Wealth Advisors, a Portfolio manager for Pinnacle Investment Advisors, and an Investment Officer for Heritage Trust. She holds a Bachelor’s Degree in finance and a Master’s Degree in organizational change from the University of Tulsa.
Julie is a member of the Unitarian Universalists Association’s Committee on Socially Responsible Investment, Sustainable Tulsa, the Tulsa chapter of the Sierra Club, the City of Tulsa Human Rights Committee subcommittee “Compassionate Tulsa,” and the Tulsa Chamber of Commerce’s Diversity and Inclusion Initiative, “Mosaic.” She is also on the Advisory Board of Smart Growth Tulsa, on the Board of Tulsa Interfaith Alliance, and co-chair of the All Souls Green Team. Julie has been appointed to Tulsa’s Community Policing Commission by Mayor GT Bynum, and to Tulsa’s Citizen’s Jail Oversight and Review Committee by Sheriff Vic Regalado. She has been involved with the 1921 Tulsa Race Massacre Committee since 2001.
About First Affirmative
First Affirmative offers asset management and consulting services to individual and institutional investors seeking to align investment decision-making with personal values and/or institutional missions.
Call it socially responsible investing, sustainable investing, green investing, or impact investing, we specialize in helping clients make money and at the same time, make a difference with their money. Working through a nationwide network of investment professionals, we help clients invest in companies that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, produce safe and useful products, and support efforts to promote a more peaceful world.
We believe that as investors we must take responsibility for the impact our money has in the world. We create and manage investment portfolios tailored to meet the unique needs of socially conscious investors. We seek competitive returns while enhancing the common good.
Our Partners are the companies and organizations we have vetted and with whom we are involved. They are trustworthy and merit your time, interest, and support. Interested in adding a partnership? Let us know!