Thank you for visiting Yale Capital Corp. Independently owned and operated, we are an SEC registered investment advisory firm and multi-family office group. In addition to turn-key banking and trading services, our clients benefit from our academically proven, tax efficient and low-fee asset management education and experience.

Every year, the average high net worth family, utilizing brokerage firm and bank products, loses 3.7% of what should be their return in taxes, fees and underperformance. Over a period of ten years, that translates into a $10 million investment missing out on $8.8 million in returns - while taking a greater risk.*

Prudent investing goes beyond sound asset allocation. Yale Capital has earned its track record of keeping fees and taxes to a minimum while maximizing the earning potential of each portfolio. We invite you to learn more about our firm and the valuable financial services we provide to a select group of families.

* Source: Index Fund Advisors - study by Russ Wermers (Professor of Finance, University of Maryland).