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David Young

Advisor at Ambrosia Herb Tea, LLC

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Ambrosia Herb Tea, LLC logo

Firm

Ambrosia Herb Tea, LLC

Location

Corona, CA

Credentials

CFA®

Industry experience

8 years

About

David Young is a CFA® charterholder and the sole advisor at Ambrosia Herb Tea, LLC, with eight years of industry experience. He has been with Ambrosia Herb Tea since 2014 and also maintains full-time employment at Sunrider International. Ambrosia Herb Tea provides separately managed account advisory services primarily focused on a rule-based risk-premium strategy involving S&P 500 index options. The firm serves individuals, high-net-worth clients, and institutions, offering a side-by-side fee structure with performance-based and non-performance fee accounts.

Client services

Based on Ambrosia Herb Tea, LLC

Portfolio management

Expertise

Based on Ambrosia Herb Tea, LLC

Options & derivatives strategies Active portfolio management

Fee options

Performance-based

20% of the amount by which the ending account value exceeds the previous fiscal quarter high water mark, calculated quarterly

Other

Account minimum: $200,000 (may be waived at discretion)

Location

Corona, CA

Most active in

California

Work history

Ambrosia Herb Tea, LLC

2014 - Present (12 years)

Sunrider International

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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