After a collective 75 years advising in the private wealth divisions of major investment banks, it is our conclusion that your financial interests are best met by an independent advisor. As a registered investment advisor, the principals of Yale Capital Corporation formed our team to align our interests with yours.
Guidance and Protection You Need
As an independent advisor, our focus is to offer high-net-worth individuals an objective perspective — with the ability to shield you from unnecessary costs, conflicted investment products, and inefficient management.
Attention and Expertise You Deserve
Trained by leading academicians in Modern Portfolio Theory—at the Yale School of Management—our chief investment officer oversees all client portfolios, whether our relationship with you is 20 years in, or just beginning.
Reporting That Matters to You
You will receive performance reports on a quarterly basis and at meetings with your advisor. Through third-party custodian, Charles Schwab & Company1, you can verify performance. At your request, our analyst will also create customized, user-friendly reports to monitor your investments and, with your approval, can coordinate and share these with your outside counsel to allow for pro-active and timely planning.
A Partner You Can Grow With
Get to know how Yale Capital Corp. constantly strives to give each generation of your family sound investment guidance and services, as your partner in protecting, sustaining and growing your wealth. Contact us today.