INDIVIDUAL INVESTORS

Every investor has unique needs and goals.  Yield Management executives have in- depth discussions with all new clients to understand their specific needs, personal circumstances and investment objectives.  Yield Management believes that a collaborative relationship between the clients and their Account Executives is the most important element contributing to people achieving their financial goals.

Individual investment portfolios can need rebalancing for two reasons:

• Modification in investment objectives due to life changes such as retirement, inheritance, purchase or sale of real estate, health, and other factors that may alter the structure of a person’s investment plan.
• Uneven growth in different sectors or asset classes can require portfolio adjustments in order to get the asset allocation back in line with the stated parameters of the investment plan.

Your Yield Management Investment Advisor will routinely monitor your portfolio and provide assistance and guidance in rebalancing as required.

Whether you are a sophisticated investor or a newcomer to the markets, your Yield Management representative is always available to help. Whether you need advice about your overall investment program or tactical guidance navigating changing market circumstances, we are there for you. And when our research department comes up with a new recommendation that is appropriate for a client’s portfolio, or changing market circumstances suggest liquidation of a particular investment, we make every effort to communicate with you and make requisite changes as quickly and efficiently as possible.