A complete list of active advisors currently associated with YCG, LLC

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

YCG provides discretionary portfolio management to a mix of individual and institutional clients, including separately managed accounts and an open‑end mutual fund. The firm states it manages accounts for individuals, investment advisers, trusts, other institutions and a mutual fund, and it generally implements a percentage-of-AUM advisory relationship. The firm follows a bottom‑up, concentrated equity approach (typically 15–50 holdings) focused on businesses with enduring pricing power and long-term compounding potential, using proprietary fundamental research. In some accounts — including the mutual fund’s “option enhancement” sleeve and certain separately managed accounts — YCG writes put and covered‑call options and may employ margin/borrowing, which the brochure describes as an explicit part of its toolkit and risk disclosures. YCG’s profile is notable for managing a mutual fund and other investment company clients in addition to separately managed accounts, a capability the brochure highlights alongside institutional minimums and fund-specific restrictions. The firm also discloses a material relationship with a fund distributor and operates with a relatively small advisory team overseeing over $1.5 billion in discretionary assets while not offering standalone financial planning services.

To learn more about the advisors currently working at YCG, 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.