Yunistone Investment Group, LLC

Yunistone provides investment advisory and management services to high‑net‑worth individuals and institutional clients, including trusts, estates, endowments and corporate entities. Services include ongoing portfolio management, investment planning and implementation for both discretionary and nondiscretionary accounts.

The firm emphasizes long‑term, globally diversified and tax‑efficient portfolios and uses a core‑satellite approach that relies on passive index and ETF exposures for the core while adding actively managed funds as satellite positions. It generally avoids direct use of individual stocks or speculative derivatives unless specifically requested and documents client goals and investment restrictions to guide periodic monitoring and rebalancing.

Yunistone maintains a small, concentrated client roster — 14 clients with approximately $119.5 million in assets under management, split between roughly $83.3 million discretionary and $36.2 million nondiscretionary — which corresponds to relatively large average account sizes and scope for customized solutions. The firm operates on a fee‑only basis, is unaffiliated with broker‑dealers, does not participate in wrap fee programs, and clients retain responsibility for voting their own proxies.