Y H & C Investments

    
User TypeAdvisor
Entity NameY H & C Investments
Member since12/10/2011
SEC Registration #129823
Minimum Invetsment Required$ 50 K
Assets Under Managment$ 3 M

Summary

Y H & C Investments is an asset management company located in Las Vegas, NV. The firm was founded in 2003 by Yale Bock, CFA.  Mr. Bock uses a GARP (Growth at a Reasonable Price) investment approach to simultaneously search for businesses that can grow for long periods of time, and purchase shares in such companies when they're attractively priced.

Y H & C Investments: A Thoughtful and Sensitive Approach to Managing Money

     “Money makes the world go round,” is a famous quote which has been used by people all over the globe. As each individual progresses from childhood to maturity, the role of money becomes increasingly more important.   Money is an intimate possession for most people and a great deal of thought should be given about where to invest capital, how the asset allocation is structured, and what percentage of resources should be allocated to specific asset classes. All of these decisions should be decided based on client objectives and constraints.

     Y H & C Investments understands that most individuals work extremely hard earning their money and put a high priority on having resources to provide a comfortable life for themselves and their families (e.g. house, car, college education, retirement money). The most important characteristic an individual should possess when having a relationship with an investment advisor is TRUST. If it is lacking, many individuals will not follow through with their investment plan when the situations become more difficult.  In order to achieve the investment results one wants, it is important to work with an advisor who can determine the desired path and have the discipline to stay the course while facing challenging and volatile markets.

    Yale Bock is a state registered investment advisor (Nevada and FINRA licensed) located in Las Vegas who started investing his own money as a teacher at 25 years of age. He has been an individual investor for nearly 20 years, managed client money since 2004, and is a hard working member of society who understands that for most families every dollar earned is important.  As a father and husband, he also faces the challenge of meeting life goals like buying a house, putting kids through college, and retirement.  He has attained the gold standard of finance with the Chartered Financial Analyst designation, where the guiding principle is putting clients' interests first.  Y H & C Investments is committed to doing the best it can to enable each client to meet all of their financial goals.


Contact Details

 
LocationLas Vegas, Nevada
Address2230 Paradise
Postal Code89104
CountryUnited States
Phone702-449-0360
Fax702-629-3176
Web Sitehttp://www.y-hc.com

Fee Structure

0-500,000-!.0% annually of capital deposited.  More information on web site
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