As an independent, registered investment advisor, Yale Capital provides wealth and risk management, turn-key cash management and family office services, in addition to financial education for each generation of the families served.
Yale Capital provides clear and measured strategies for generating income, while managing the increasingly complex task of defending your wealth in uncertain times. Furthermore, we provide clients with to-the-point, transparent, and readily verifiable reports. We apply an academically supported, tax-efficient, and risk-optimized approach.
Who do we work for? Yale Capital works with investors who have a minimum of $10 million in investable assets. Our client engagements often begin following a large financial event, such as the sale or IPO of a business.
In the period following the sale of a firm, you are likely being called by scores of advisors scrambling for your business. We understand the consideration process should be a deeply measured one, to ensure you find the right fit for your family.
Where are your accounts held? Yale Capital has selected Charles Schwab & Co., Inc. ("Schwab") as primary custodian for our clients' accounts. Schwab Advisor Services, which includes the custody, trading and support services of Schwab, is the leading provider of those services to independent investment advisors. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to regulations intended to protect assets held in brokerage accounts maintained at Schwab. – less–ZoomInfo