The David J. Yvars Group Inc.

Overview

The David J. Yvars Group Inc. is an independent, SEC‑registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its investment approach centers on using pooled public funds as the primary vehicle for client portfolios while supplementing core holdings with targeted alternative allocations. The adviser is not positioned as an ESG specialist and retains a single‑custodian relationship rather than operating as a multi‑custody or multi‑state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices