Yale Capital Corporation

EST. AUM
$5,621,296,070

CONTACTS
3

CLIENT ACCOUNTS
118

Firm Details

Metro area Tampa
CRD Number 126992
Website yalecapitalcorp.com
Client types

Overview

Yale Capital is an independent, registered investment advisor. The firm provides wealth and risk management, turn-key cash management, and family office services, in addition to financial education for each generation of their clients' families. Yale Capital provides clear and measured strategies for generating income, while managing the increasingly complex task of defending wealth in uncertain times. Furthermore, the firm provides clients with to-the-point, transparent, and verifiable reports. Yale Capital applies an academically supported, tax-efficient, and risk-optimized approach. Yale Capital works with investors who have a minimum of $10 million in investable assets. Their client engagements often begin following a large financial event, such as the sale or IPO of a business. In the period following the sale of a firm, investors are likely being called by scores of advisors scrambling for their business. Yale Capital understands the consideration process should be a deeply measured one, to ensure investors find the right fit for them.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Yale Capital Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

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