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Account Choices

Y H & C Investments is a boutique investment management company. Clients get special attention in creating accounts which are tailored to meet their specific life goals. In this light, Yale Bock works personally with each client to structure a portfolio which is well thought-out and aligned with each investor's situation. Separately managed accounts can be taxable accounts or tax advantaged accounts.

Separately Managed Accounts

Taxable Accounts are managed with the knowledge that there are differences in capital gains rates, and each investor - from private persons to pension funds and other corporate entities - might have a different approach regarding tax liabilities. Taxable accounts managed by Y H & C Investments have a minimum asset level of $50,000 dollars. All accounts managed by Y H & C Investments use TD Ameritrade and Interactive Brokers as a custodian and all assets are placed in a separate account, owned by and using the name of the client, regardless of whether the client is a person, business, or organization. Clients have access to the TD Ameritrade and Interactive Brokers web site 24 hours a day, 7 days a week to check the status of their accounts. There is no mixing of clients assets at TD Ameritrade or Interactive Brokers.  Account openings at TD Ameritrade is handled through electronic applications and signatures in assistance with Docusign. Interactive Brokers handles all of the administrative aspects of account openings internally without using Docusign but does offer electronic signatures and documentation.  

Qualified accounts are Regular IRA's, Roth IRA's, 401 Rollover Accounts, 401K plans, SEP plans for small businesses, and 403b plans for public employees. As tax advantaged accounts have unique advantages in building wealth, specific plans for these accounts are based on each client's goals and strategies. All accounts managed by Y H & C Investments use TD Ameritrade and Interactive Brokers as a custodian and all assets are placed in a separate account, owned by and using the name of the client, regardless of whether the client is a person, business, or organization. Clients have access to the TD Ameritrade and Interactive Brokers web site 24 hours a day, 7 days a week to check the status of their accounts. There is no mixing of clients assets at TD Ameritrade or Interactive Brokers.  Account openings at TD Ameritrade is handled through electronic applications and signatures in assistance with Docusign. Interactive Brokers handles all of the administrative aspects of account openings internally without using Docusign but does offer electronic signatures and documentation.  

 

Click here for a TD Ameritrade Account Application

 

Click here for a Interactive Brokers Account Application