Yorkville regularly evaluates complex global economic and geopolitical developments; reviews and invests in multiple stocks, bonds, and pre-IPO investment opportunities; and uses optimal tax planning strategies in an effort to achieve your unique financial objectives.

Our team of investment professionals collectively have over 25 years of experience with foundations, and continue to provide investment services with the ability to further customize and improve their level of client service. This starts with a direct relationship with those who make the investment decisions on your behalf, followed by customized reporting and ongoing communication, transparent investment strategies, advisory services, and educational seminars for boards and committees – we are constantly working for our clients. Yorkville also assists its clients in designing and reviewing adequate and sustainable investment

policy statements. Additionally, Yorkville demonstrates leadership in the area of portfolio management by creating a Foundation Advisory Board. This is an independent group of experienced board participants that are eager to share their experiences in properly guiding charitable foundations. Doing the right thing is a guiding principal at Yorkville, and a growing audience of foundations have placed their trust with us.

With the launch of Yorkville in 2010, our dedicated team of industry professionals gained the opportunity to provide their investment services with the ability to further customize and improve Yorkville’s level of client service. This starts with a direct relationship with those who make the investment decisions on your behalf, followed by customized reporting and ongoing communication, transparent investment strategies, advisory services, which includes advising committee and board members on investment and risk management strategies. Yorkville also assists its clients in designing and reviewing adequate and sustainable investment policy statements.

Yorkville offers a unique level of service to our institutional clients.  Customized investment strategies and reporting methods, multiple currency accounts, daily cash flow management, as well as 24/7 online access to accounts are key components of our service offerings to institutional clients. Investment strategies offered include duration matched, immunized, and laddered bond portfolios, as well as various domestic and international equity hedging and non-hedging strategies.

We understand that as business owners, you may be experiencing significant pressure and concerns with operating your business, managing your investments, while mitigating your risk. Yorkville may be able to help alleviate some of this pressure through our offerings, which include portfolio management for your investments, estate planning to deal with your wealth and the contingency of your business, as well as managing your insurance requirements.

Moreover, Yorkville is well equipped to navigate the complex multi-national jurisdictional rules that affect planning for players with international careers and residency situations. Career transition goals are also of special importance to Yorkville, and are integrated into each player’s financial plan. In helping an athlete focus on their playing career, Yorkville offers concierge services to cope with the complexity of maintaining residences in multiple cities as well as boutique travel services. Retiring professional athletes will also benefit as Yorkville can help streamline financial affairs and bring both portfolio efficiency and long-term capital protection. Recognizing that most professional athletes’ management teams have evolved to include agents, accountants, and legal professionals, Yorkville has tailored its offering to meet these clients’ requirements in their entirety.

In working towards achieving your investment objectives, Yorkville applies a comprehensive approach, including, but not limited to, economic and feasibility studies on diverse investment plans, as well as managing or creating trusts as needed. This approach is geared towards preserving capital and stimulating investment growth. At Yorkville, we believe that this combination of service and skill has the ability to create a true advantage that would help you preserve your capital and stimulate investment growth, so that you may use your investments to meet your community’s unique needs and goals.