Our Approach
Investment Approach
Our Investment Management Philosophy
At YHB Investment Advisors, we believe that well-constructed portfolios designed to meet clients’ investment objectives are the best way to achieve long-term financial goals. Our investment philosophy encompasses the following principles:
Customized Portfolio Management
YHB Investment Advisors develops a personalized portfolio that is individually tailored to each of our clients to help them achieve their established financial goals and needs.
Equity Investment Strategy
YHB favors the ownership of stocks of what we deem to be high-quality companies with a history of strong earnings growth and corporate management with demonstrated success in adding to shareholder value. Our decisions are based on sound judgment from significant individual and collective experience. Our selection process incorporates the following factors:
Fixed Income Investment Strategy
YHB Investment Advisors manages fixed-income investments with the objectives of creating stable portfolios, dependable cash flows, and predictable rates of return with relatively limited levels of risk. For these reasons, bonds can play a vital role in almost all portfolios. Our fixed-income strategy focuses on the use of individual bonds tailored to meet each client’s portfolio needs. In acquiring individual bonds, we emphasize:
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