A complete list of active advisors currently associated with Yanni & Associates Investment Advisors, LLC

Warmer can help you find a great advisor at Yanni & Associates Investment Advisors, LLC or one who fits your needs even better.

Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals (including high-net-worth clients), trusts, estates, corporations, and retirement plan participants, typically working with household portfolios starting around $250,000. Like many peers, the firm charges asset-based fees and focuses its advice on portfolio construction and ongoing management for individual clients. The firm constructs a written Investment Policy Statement with each client and implements a proprietary mix of “core” and smaller “niche” positions, favoring long-term holdings while keeping niche allocations generally under 10% of portfolio value. Yanni & Associates employs multiple methods of analysis (charting, fundamental, technical, and cyclical), conducts ongoing monitoring with quarterly reviews and reporting, and generally operates under discretionary trading authority unless clients request directed brokerage. Notable distinctions in the brochure include a client-focused periodic newsletter (YAIA Periodic Newsletter) and a one-time portfolio analysis offering, both of which are not common among similarly sized firms. The brochure also discloses that the firm’s principal is licensed to sell life, long-term care, short-term disability insurance and annuities and may receive commissions personally for such products, and it notes occasional access to allocated IPOs through its Schwab custodian and integrated reporting tools.

To learn more about the advisors currently working at Yanni & Associates Investment Advisors, LLC, 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.