YOUNG INVESTMENT ADVISORS, INC

Overview

Young Investment Advisors, Inc. is a very small, individual-owned advisory corporation that serves a handful of private clients and small businesses while also operating as an insurance broker. Its advisory work is concentrated on straightforward portfolio management for individuals and small business owners rather than institutional mandates or large family offices. Fee arrangements are non-recurring and simple—hourly and fixed-fee engagements—which aligns with a consultative, project-oriented practice instead of ongoing wrap-fee relationships. Investment activity is narrow in scope. The firm relies primarily on publicly available pooled vehicles (public funds/mutual funds) for client portfolios and supplements client solutions with insurance products, most notably annuities. Young Investment Advisors, Inc. is not positioned as an ESG investor, does not act as a capital allocator to external alternative managers, and does not provide pension consulting or multi-state advisory services.

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Investments & Alternatives

Location & Offices