A complete list of active advisors currently associated with JY Capital Management

Warmer can help you find a great advisor at JY Capital Management or one who fits your needs even better.

The firm provides fee-based investment advisory services focused on customized portfolio management for individuals, trusts, estates, charitable organizations and business entities, managing about $39.1 million in discretionary assets across 77 client accounts. Services are primarily delivered on a discretionary basis (with non-discretionary management available by request), and the firm does not act as custodian aside from authorized fee deductions. Its investment approach is a tactical allocation strategy aimed at reducing risk and improving performance, using fundamental, technical and cyclical analysis as appropriate. The firm employs a broad set of instruments — including exchange-listed securities, corporate and government debt, options, short sales and margin — and tailors allocations, cash positions and specific stock selections to client objectives and risk tolerances. What distinguishes the firm from many peers is its client mix and operational choices: the brochure indicates the advisor serves charitable organizations and a notable portion of non-U.S. clients, and it recommends Interactive Brokers as the qualified custodian. The principal’s background outside of traditional financial services and the explicit use of option-writing, short-selling and margin trading in a small, single-advisor practice are atypical features relative to many independent advisors.

To learn more about the advisors currently working at JY Capital 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.