Services
Investment Management Services For The Patient Investor
Whether you are a hardworking professional, a business owner, a recent retiree, or you manage a nonprofit organization, YHB will ensure that your assets are managed with the utmost care. Our experienced financial professionals can address your concerns with our tailored solutions.
Our investment management services are focused on an individualized approach. We invest primarily in individual stocks and bonds, which achieve efficiency, transparency, and a high level of customization that benefits our clients. YHB also offers retirement planning, estate planning, trustee services, and assistance with charitable giving via the YHB Charitable Endowment. For a detailed list of the services that we offer, please review the columns below.
Estate Planning
Estate Plan Guidance
Document Review
Trustee Services*
*Provided independently by some YHB Portfolio Managers.
What To Expect
Our goal is to build long-term, lasting relationships with our clients. Successful client relationships are based on understanding and communication. We begin by learning about you and your financial goals during the onboarding process, but the communication does not end there. YHB will build an investment plan that evolves as your life and needs change. We are ready to serve as a knowledgeable resource for you and your family.
Onboarding
We help our clients establish clear priorities and realistic investment objectives through a detailed discussion of each client’s expectations, risk tolerance, income needs, and special requirements. We then design an investment policy with the goal of efficiently balancing a combination of risks and expected returns.