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 |
|---|---|---|
Redwood City, CA
| 22
| |
Redwood City, CA
| 23
|
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