Yarborough Asset Management Strategies

YAMS, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. The firm offers ongoing investment management with documented investment policy statements, subscription-based and fixed/hours-based financial planning, and occasional seminars and speaking engagements.

YAMS manages client accounts using a mix of methods — fundamental, technical, charting and cyclical analysis — and pursues both long- and short-term trading strategies while documenting risk tolerance and seeking fair allocation across accounts. The brochure notes the firm may recommend higher-risk instruments, including leveraged, inverse and volatility ETFs and ETFs that trade options, futures, currencies and commodities.

Compared with many independent advisors, YAMS operates as a solo adviser with a small asset base and a limited client roster and combines one-on-one subscription planning with public educational offerings. The firm’s disclosure of using derivatives and permitting borrowing in separately managed accounts, along with its active seminar and speaking program (including paid and pro‑bono options), are notable features relative to typical peers.