The Yanker Group

STRATEGY

We develop a strategy that is tailored to your investment needs. No cookie cutter portfolio’s. We assess your risk tolerance, current financial situation and your objectives.

ALLOCATION

The correct asset allocation strategy will provide diversification of your portfolio, while potentially enhancing returns and lowering your overall risk.

SELECTION & EVALUATION

Being independent, we work for you not the investment companies. We have no proprietary products, and the better your portfolio performs the better we do. We are in it together as a partnership versus a client or customer relationship.

REVIEW

Ongoing review process. Monitor your portfolio for changes, updates and your objectives.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.