A complete list of active advisors currently associated with YH&C Investments Inc.
Warmer can help you find a great advisor at YH&C Investments Inc. or one who fits your needs even better.
The firm primarily serves individual investors and also advises a limited number of retirement and profit-sharing plans. Services include portfolio management (both discretionary and non‑discretionary), strategic and tactical asset allocation, investment research, trading and trade execution, and periodic performance reporting. The firm’s investment approach emphasizes concentrated equity exposure driven by fundamental company analysis and a mix of growth and value considerations; each client receives an investment policy statement and accounts are reviewed weekly with quarterly performance letters that compare results to broad market indexes. The firm also maintains a model portfolio that is mirrored on a third‑party platform, with trades in the master account replicated for subscribing investors. Noteworthy for a single‑advisor independent firm, the brochure discloses active online advertising and a public communications program (social media, a monthly newsletter, a firm video and paid search advertising) and a revenue‑sharing relationship tied to the model portfolio on the third‑party platform. The firm also discloses that the principal and the firm may hold the same securities as clients and describes CFA‑based ethics policies, block‑trading and pro‑rata allocation procedures to address those conflicts.
To learn more about the advisors currently working at YH&C Investments Inc., 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 |
|---|---|---|
Las Vegas, NV
| 22
|
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