With each client, YHB develops a diversified portfolio that is individually tailored to help achieve established financial goals. Each client works closely with an investment manager and a portfolio administrator who are familiar with all aspects of his or her accounts.
YHB Investment Advisors is an independent investment advisory firm with a team of highly experienced portfolio managers who work collaboratively to develop and manage customized portfolios for hundreds of clients.Our customized portfolios consist primarily of stocks and bonds that are carefully selected through a rigorous analytical process.
YHB Investment Advisors is an independent investment advisory firm with a team of highly experienced portfolio managers who work collaboratively to develop and manage customized portfolios for hundreds of clients.Our customized portfolios consist primarily of stocks and bonds that are carefully selected through a rigorous analytical process.
Services
Our experienced portfolio managers and support staff work together with the goal to provide excellent investment advice along with personalized service. Our investment culture encourages collaboration across the broad spectrum of disciplines.
Portfolio managers have significant training and experience in finance and investment management, and several team members have earned the designation of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).We feel we provide the breadth of knowledge of a larger firm, but are small enough to develop meaningful relationships with our clients and their families.
Portfolio managers have significant training and experience in finance and investment management, and several team members have earned the designation of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).We feel we provide the breadth of knowledge of a larger firm, but are small enough to develop meaningful relationships with our clients and their families.
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.
With each client, YHB develops a diversified portfolio that is individually tailored to help achieve established financial goals. Client relationships begin with a complete review of each client's current situation and goals. We help our clients establish clear priorities and realistic investment objectives through a detailed discussion of the client's expectations, risk tolerance, income needs and special requirements.
