How We Help Our Clients

Each client works closely with an investment manager and a portfolio administrator who are familiar with all aspects of his or her accounts. Investment results are evaluated and summarized at the end of each calendar quarter. Each client receives a quarterly portfolio appraisal and performance report. Portfolio review meetings are held based on individual circumstances and interest. We are always available by phone or for meetings. We also address inquiries from accountants or other advisors regarding bookkeeping or administrative issues.

YHB prepares periodic investment update newsletters that provide our current investment thinking. We present a broad overview of the economy, interest rates, equity markets, and review developing trends in the marketplace.

The custody and safekeeping of our clients’ assets is an important component of our work. Custody and trading are executed primarily through Pershing LLC, a division of the Bank of New York Mellon, or Charles Schwab & Co., Inc.

Because of the relationships we build with clients, some YHB clients have asked officers or portfolio managers to provide trustee services.

Some YHB clients want to take a long term approach to philanthropy. YHB has established a charitable entity to facilitate the philanthropic interests of its clients. Clients establish their own Donor Advised Fund to simplify their charitable giving activities. Clients control how and when they give to charities of their choice, and maintain control over the investments. Their funds can grow, perpetuating specific values, and develop into a family legacy of generosity.

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Our Client Services

Third Party Custody

Through our third-party custodians, we provide clients efficiency, safety and low cost in the custody and administration of their assets. We are independent and have no direct custody role.

Trustee Services

Because of the relationships we build with clients, some YHB clients have asked officers or portfolio managers to provide trustee services.

Charitable Endowment

Some YHB clients want to take a long term approach to philanthropy. YHB helps clients establish their own Donor Advised Fund in their name.

 
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Years of Longevity
 
Assets Under Management

Who We Serve

YHB is based in New England and serves clients throughout the country.  At YHB, we provide sound investment management, advice, and personalized service to individuals/families, institutions, and non-profit organizations.

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Types of Accounts

Individuals and Families

Retirement and Profit-sharing Plans

Charitable Institutions

Corporations

Foundations

Municipalities

Trusts and Estates