Investment Advisory

Mount Yale provides discretionary and non-discretionary investment advisory services for portfolios that range from $2 million to $2 billion. Working with industry leaders in the fields of financial, estate, tax and charitable planning, these portfolios are individually tailored to meet each client's stated risk tolerances and objectives by employing a comprehensive range of investment tools and asset classes.

Traditional fixed income and equity strategies are often integrated with private equity and hedge fund strategies to increase risk-adjusted returns. Option and other alternative strategies may also be used to control risk, increase liquidity and enhance income. Client portfolios are monitored and reviewed regularly, rebalanced as needed and the results are clearly reported.

Mount Yale has highly developed industry relationships that provide clients access to normally inaccessible investment products and a risk-aware portfolio monitoring process.