Proven Wealth Preservation

Inspired by Yale University's endowment style asset management, our wealth preserving, tax-advantaged investment strategies are academically proven to provide elevated benefits to high net worth families. Furthermore, significant value is added by our clean and simple compensation structure: a quarterly management fee, set at a low percentage of the portfolio size. Even before you consider the lack of other charges, this cost is a fraction of that charged by many of the global banks.

Zero Conflict of Interest

When explaining why our service worked for him, our esteemed and most tenured client said, “People cannot serve two masters; they will always favor the master that feeds them”. His statement summarizes the benefits of our model: as independent advisors, we offer investment advice that is solely in our clients’ interests – we do not answer to shareholders, fund managers or other bosses. Therefore, the recurring and expensive impact of hidden charges, conflicts of interest and advisor commissions do not exist for Yale Capital clients. Unlike large banks and brokerage firms, we are able to offer objective advice and shop Wall Street for the best deals. Additionally, we are not biased by fund incentives; instead, any such compensation offered to us is retained in client accounts. Unlike the vast majority of firms that seek to manage the wealth of high net worth families, our only vested interest is the positive performance of our clients’ portfolios and, as an SEC registered firm, we follow the Investment Advisers Act of 1940 to put our clients first at all times.

Turn-Key Banking

Yale Capital’s investment offering is complemented by our dependable client support team, which provides stress-free, simple and seamless turn-key banking and trading services. A roughly 2:1 family-to-associate ratio enables us to offer dedicated and personal attention to your financial needs. Our motivated associates, led by a client services manager with some 23 years financial experience, respond immediately to your requests and do what it takes to make sure your requirements are met as swiftly as possible. Most clients choose to custody their holdings and funds with Charles Schwab, a brokerage with whom we are proud to work; however, we are glad to collaborate closely with whichever broker a client prefers. In addition, we proudly work in concert with your family’s other legal, tax and investment counsel.