The Y H & C Investments GARP Model is a Separately Managed Account. It is not a mutual fund, but a model. The model can be invested in at Interactive Advisors by opening an account- click the following link- Interactive Advisors for that page. It will provide return and performance information for the last 5 years.
The minimum level of investment for the model is $500.00 and the fee to invest is 1.5% yearly, billed every three months. The fee is split between Y H & C Investments and Interactive Advisors. The model is a nice alternative for investors who want to be able to invest with Y H & C Investments, but don’t meet the $50,000.00 minimum threshold.
If you have a more complex investment situation and are looking for customized asset management services, we offer a free consultation so we can be of assistance. Thanks so much.