The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services - Customized Portfolio Management - Providing the Individual Attention You Deserve
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Providing the Individual Attention You Deserve
The Customized Portfolio Management
This program can help you pursue your financial goals and is designed to assist you in realizing the full potential of your assets.
Each client is serviced by our group with Senior Portfolio Manager and CEO David J. Yvars acting as portfolio manager. We are involved in every aspect of your investment program – from a thorough assessment of your objectives to development of an investment strategy and portfolio construction through active management and review.
We are readily available to discuss market developments and the progress of your portfolio. Conference calls and ongoing meetings are provided directly with the portfolio manager, unlike most investment advisory services which are less customized and personalized.
With the DJY Customized Portfolio Management Program, you’ll receive:
Attention to your portfolio and investment needs,
An investment strategy to help you pursue your goals at a comfortable level of risk,
Independent, objective advice,
Unbiased portfolio management, and
Direct access to the portfolio manager, David J. Yvars
An annual fee, based on the amount of assets under management, covers all investment management, planning, reporting and commission costs, regardless of the level of activity in your account. The annual fee, payable in quarterly installments, does not include certain expenses such as markups or markdowns in principal transactions, retirement or comprehensive banking services, exchange fees and transfer taxes.
A personalized approach to investing
We will explore your personal or business situation in an interactive process, with particular attention to your goals, liquidity needs, time horizon, desired rate of return and risk tolerance. Then, we’ll help you develop an appropriate investment strategy based on this discovery. As a result, the assets in your portfolio will be allocated based on your need for income or growth and your tolerance for risk, as well as a professional determination of market and economic conditions.
Changes in your situation or in the financial markets may sometimes require adjustments to your portfolio. We continually monitor your portfolio’s progress and revisit your objectives with you to be sure your strategy remains in line with your goals. However, we encourage you to contact David Yvars, Senior Portfolio Manager, at any time with concerns or changes. David and his group will counsel you as to how any change might impact your portfolio and whether modifications are warranted.
Furthermore, we will be glad to meet with your tax advisor and estate advisor to assure your financial planning carefully aligns with your tax and estate planning goals.
Start making it happen today
We welcome the opportunity to discuss how the David J. Yvars Group Customized Portfolio Management Program can benefit you. To schedule a consultation, please contact us today at 914-741-9700 or david.yvars@raymondjames.com.
It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.
This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.