Naples, FL Fifth Avenue South Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Young Richard C & Co Ltd
Team
Firm-wide stats for Young Richard C & Co Ltd
About
The firm provides discretionary investment supervisory services to individuals (including high-net-worth clients), small businesses and retirement plans, delivering continuous advice through a set of defined investment management programs as well as tailored custom portfolios. Clients select a program after discussions about goals, time horizon, risk tolerance and liquidity needs, and the firm implements those programs on a discretionary basis.
Investment decisions draw on a mix of fundamental, technical, quantitative, qualitative and cyclical analysis and emphasize asset-allocation across equities, fixed income, currencies and cash to match client objectives. Accounts are monitored continuously and reviewed at least annually, with custodial statements provided quarterly and performance summaries available upon request.
The firm manages roughly $1.8 billion in discretionary assets, implying AUM per advisor that is notably higher than typical for similarly sized teams, and its regulatory filings indicate relationships with several institutional client types that are uncommon for team firms, including sovereign wealth, banking, insurance, other advisers and municipal entities. Operationally, the firm maintains an affiliated research and publishing business that supplies economic and monetary analysis to the adviser and has a member of management who is a licensed attorney (not currently practicing), both of which the brochure identifies as part of its infrastructure.
Based on Young Richard C & Co Ltd
Location
500 Fifth Avenue South, Suite 502
Naples FL 34102
Advisors at this office
3
Advisors at this office
Karen C
Series 65
Naples, FL
Young Richard C & Co Ltd
Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.
Matthew Y
Series 63, Series 65
Naples, FL
Young Richard C & Co Ltd
Matthew Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1997. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering continuous portfolio management through various firm-designed programs. The firm employs a multi-faceted investment process that includes fundamental, technical, cyclical, quantitative, and qualitative analysis, focusing on asset-allocation-driven strategies across a broad range of securities.
Amy E
Series 63, Series 65
Naples, FL
Young Richard C & Co Ltd
Amy Evans is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2001. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, including high net worth clients, small businesses, and 401(k) plans. The firm offers a range of firm-designed portfolio programs and employs an investment process that integrates fundamental, technical, cyclical, quantitative, and qualitative analysis with an emphasis on asset allocation.
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