Yale Capital Corp. is an independent investment advisor and multi-family office group. We specialize in bringing the university endowment approach to risk and asset management to private investors. With expertise in tax-efficient investments, we provide objective, customized and low fee advice that is based upon academic principles and research.

It is our view that many bank and brokerage firm products end up costing investors significant portions of their return – while increasing their risk. For example, a study by John Bogle showed that fund investors receive about 47 cents on the dollar of their cumulative return.* Yale Capital Corp. seeks to minimize risks and costs, while maximizing the earning potential of each portfolio through appropriate and diversified asset allocation.

Our fiduciary duty to our clients is the cornerstone of our business and we are registered with the Securities and Exchange Commission. In addition to offering investment advice, our dedicated team provides turn-key banking and trading services. We invite you to learn more about our firm and the service we provide to high net worth families around the United States.

* Source: Bogle Financial Markets Research Center.