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Contact Information
SKBA Capital Management

Address:

44 Montgomery Street
Suite 3500
San Francisco, CA  94104

Phone:

     Local: 415-989-7852
Toll Free: 800-966-7852

URL:

Manager Information
Name Years
Experience
Credentials Age Office
Location
CFP CFA
Josh Rothe
Principal
9 Y CA
Ken Kaplan
Cheif Executive Officer
34 Y CA
Description
An independent investment advisory firm with $379MM in assets under management. Employs a low-risk, value-oriented investment discipline. Firm offers a proactive socially responsible/mission-based investment strategy, leveraging its value-style.

Investment Process:
Utilizes time tested disciplines based on relative market capitalization to revenues and relative dividend yield to uncover value stock opportunities. This process is backed by in-depth fundamental research.

Social Issues:
As a base, we employ standard positive and negative screens. However, we offer our clients flexibility in terms of specific concerns.
Investment Process
Utilizes time tested disciplines based on relative market capitalization to revenues and relative dividend yield to uncover value stock opportunities. This process is backed by in-depth fundamental research.
Social Issues
As a base, we employ standard positive and negative screens. However, we offer our clients flexibility in terms of specific concerns. We also strongly believe proxy voting is an essential component of the SRI process.

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