Yosemite Capital Management, LLC

Expect Results.
In this world of escalating complexity and constant change, sophisticated investors find real value in a financial approach that delivers expertise, confidence and strength of vision. That's why Yosemite Capital Management puts such emphasis on proficiency and long-lasting relationships.

Every day, we help corporate executives, professionals, business owners and other individuals of substantial means create the kind of full-scale financial plans that make a real difference in their dynamic lives. Yosemite understands more than the intricacies of investment vehicles; we understand more than what drives the markets; we understand how to form the kind of strong and meaningful relationships that can help you achieve financial freedom.

Yosemite Capital Management gives you the best of both worlds: personalized attention coupled with truly objective advice, utilizing the services of some of the largest world-class financial services firms.

Asset allocation and investment policy
Business succession planning
Education funding
Estate and wealth transfer plans
Portfolio reviews
Research reports
Retirement planning
IRA, 401(k), profit sharing and defined benefit plans
Tax reduction strategies
Trust services

Discover a fresh approach to investing. Our process is individualized and infinitely customizable - because that's the only way to create an investment strategy that is absolutely personal to you.