A complete list of active advisors currently associated with Yayati Asset Management, LLC

Warmer can help you find a great advisor at Yayati Asset Management, LLC or one who fits your needs even better.

Yayati Asset Management provides quantitative portfolio management to both institutional clients—typically as a subadviser or authorized agent to other advisers—and to individual investors and trusts through direct retail accounts. Its services include Custom Strategies, options‑based Overlay Solutions, and a menu of named YAM Strategies described in the brochure, including the VOLT overlay. The firm emphasizes a model-driven approach that applies Modern Portfolio Theory, Black‑Scholes option pricing, optimization methodologies and a proprietary scalable platform to construct ETF- and stock-based portfolios. Several strategies explicitly incorporate exchange‑listed options (including FLEX options for the VOLT strategy), and certain retail strategies use margin to increase market exposure (the brochure describes target exposure of roughly 125% and leverage typically limited to about 25% for moderate risk profiles). Compared with many peers, Yayati discloses and operationalizes features that are less common for team advisers: it documents use of derivatives and borrowing in separately managed strategies, employs interval funds in some YAM Strategies, and describes a tax‑focused VOLT approach intended to neutralize gains on concentrated stock positions. The brochure also directs readers to the firm’s websites (yayatiam.com and volt.yayatiam.com) and notes the firm presents hypothetical and performance results there, while also stating it does not provide financial‑planning or tax‑advice services.

To learn more about the advisors currently working at Yayati Asset Management, 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.