We are a full service registered investment advisory firm and multi-family office group specializing in asset management for the ultra affluent. Our team of investment, tax and banking professionals has decades of experience in the financial services industry. That gives us the knowledge to protect and build the wealth of the high net worth families we represent. Our main offices are in Florida and Texas, and we personally visit clients throughout the United States.

Tax efficiency, appropriate asset allocation and minimization of fees are central to Yale Capital’s practice. We know the importance of asset allocation over individual security selection and diligently apply these principles when customizing each portfolio for our clients. That allows us to preserve wealth and adapt to changing needs. With extensive academic and investment experience, our expertise extends from the traditional securities to esoteric exchange traded asset classes that are minimally affected by fluctuations in other markets.

Thanks to our dedication, objectivity, and personalized service, the vast majority of our relationships are long-standing; in fact, we are proud to say we’ve had zero client turn-over. Most of our clients are the founders and principals of companies following their merger/acquisitions or initial public offerings. Yale Capital serves the founders of what was once until recently the largest IPO in history, in addition to what was once the largest technology IPO. Also, many of our clients are current and former large business owners.