Y H & C Investments-Younger Individual Investors

Younger investors (ages 40 and below) have more time to invest in the capital markets because they have a longer period of time before they might need capital for a house, children, or retirement, among other things. Most financial advisors would be in agreement that a young investor should have a strategic asset allocation which has a majority of their assets invested in equities (provided that is consistent with the risk the investors are willing to take). As Y H & C specializes in equity investing for a long duration, if you are an individual investor who wants exposure to the equity markets, please consider me or drop me an email at yale@y-hc.com

Y H & C Investments- Middle Aged Investors

Investing is not easy for any investor, let alone for people who have families, have their own careers, and are trying to allocate assets in the most effective way possible, and doing this on their own. Y H & C will work with you to create an Investment Policy Statement and invest in asset classes that are consistent with your objectives and restrictions. One approach is to let Y H & C invest the majority of your assets, and if you have extra capital that you feel comfortable investing on your own, I can work with you to provide guidance in that area as well. If you are interested in building a relationship together, please contact me at yale@y-hc.com.

Y H & C Investments- Mature Investors (Conservative)

Many mature investors (ages 50 and above) have the primary objectives of protecting their principal capital and generating income in a tax efficient manner. Y H & C will help you create an investment policy statement that includes a strategic asset allocation and a tactical asset allocation consistent with your objectives and constraints. In addition, I will choose the instruments that fit your necessary requirements for principal protection and generation of income. If you are interested in how Y H & C investments can work with you, please email me at yale@y-hc.com 

Y H & C Investments: Foundations

If you are an investment officer of a foundation looking to meet a specific investment mandate which is long term oriented and especially interested in specific areas of the equity market, either domestically or internationally, please feel free to email me at yale@y-hc.com to see how Y H & C can help your organization meet its objectives.

Y H & C Investments: Pension Fund

If you are an investment officer of a pension fund looking to meet a specific investment mandate which is long term oriented and especially interested in specific areas of the equity market, either domestically or internationally, please feel free to email me at yale@y-hc.com  to see how Y H & C can help your organization meet its objectives.