A complete list of active advisors currently associated with Yieldwink Capital
Warmer can help you find a great advisor at Yieldwink Capital or one who fits your needs even better.
Yieldwink Capital, LLC is a newly formed, fee-only registered investment adviser operating as a solo practitioner that provides discretionary and non-discretionary investment management for individuals and institutions, as well as retirement plan clients including 401(k), pension, and profit-sharing plans. The firm also offers pension and retirement-plan consulting, 1031 real estate exchange consulting (including work with several DST sponsors), and integrated financial planning as part of its advisory relationships. The firm’s investment approach emphasizes customized portfolios built around asset allocation, multiple specialist managers, tax management, and continuous portfolio oversight, and it employs manager research and institutional‑manager due diligence when constructing client portfolios. Yieldwink Capital designs custom model portfolios and may delegate day‑to‑day management to third‑party advisers for certain clients while retaining client relationship oversight; the firm currently intends to manage client assets primarily on a discretionary basis. Compared with most solo independent advisers, Yieldwink Capital’s brochure discloses an uncommon focus on pooled vehicles, institutional and pension clients, and formal pension consulting engagements, and it identifies specific custodial relationships for these services. The firm is also affiliated with a parent entity that connects investors to private opportunities and discloses potential conflicts of interest and referral procedures for those affiliated private offerings; at the time of filing the firm reported no client assets and is making an initial filing.
To learn more about the advisors currently working at Yieldwink Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Astoria, NY
| 6
|
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