A complete list of active advisors currently associated with Evart, Young & Hobbs Investment Management

Warmer can help you find a great advisor at Evart, Young & Hobbs Investment Management or one who fits your needs even better.

Evart, Young & Hobbs Investment Management serves individual investors, trusts, business entities and qualified retirement-plan sponsors, providing discretionary portfolio management and pension consulting for 401(k) plans, with occasional financial planning and estate-related advice. The firm operates as a small, adviser-supported practice and manages client portfolios on a discretionary basis. Its investment approach emphasizes strategic asset allocation grounded in Modern Portfolio Theory and academic research (including Fama–French concepts), seeking global diversification and primarily using low-cost, tax-efficient ETFs and institutional share classes of mutual funds. Investment selections are subject to both quantitative and qualitative screening, with ongoing monitoring and portfolio rebalancing to maintain agreed risk/return profiles. Distinctive features for a two-advisor supported firm include approximately $270 million in discretionary AUM alongside about $110 million under advisement for retirement plans, indicating a meaningful pension-consulting practice in addition to private-client management. The firm also notes several less-common practices: routinely using institutional-only fund vehicles, declining to aggregate client trades because of individualized tax considerations, and not accepting proxy-voting authority for client accounts.

To learn more about the advisors currently working at Evart, Young & Hobbs Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Derek Hobbs	Redwood City, CA	23
Carlos Perez	Redwood City, CA	23

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