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. We believe we provide the breadth of experience of a large firm but are small enough to give customized attention and service to our clients. We develop holistic relationships with our clients and their families so that we understand their personal and financial objectives.
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. We then design an investment policy that creates an efficient combination of risks and expected returns. This information, documented as the “Investment Policy Guidelines” for each client, becomes the blueprint for all subsequent investing decisions.
YHB prepares quarterly 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.