The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services - Customized Portfolio Management - The Proprietary DJY Valuation System
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The Proprietary DJY Valuation System
In building and managing your portfolio, our group has access to a proprietary research valuation system specifically developed to uncover investment opportunities in individually owned securities best suited to meet your unique needs.
In addition, we utilize daily research from major brokerage firms, internet sites and publications, enabling us to stay abreast of markets and investment opportunities. What’s more, our affiliation with many large and well-respected global research organizations in the investment community provides us with a team of leading equity research analysts, fully integrated economic forecasting, industry and company analysis and formal portfolio strategy.
The combined efforts of our proprietary quantitative research valuation systems coupled with the insight of several large and well-respected global research firms can provide you with an individually customized and tailored portfolio management program geared to your specific needs and long-term goals.
Employing a total wealth management approach
We provide customized investment strategies designed to help investors accumulate, preserve and transfer their wealth. We view it as an all-encompassing approach to your investment and financial life.
Our group has access to the resources of several respected global research firms, enabling us to offer you a wide range of unbiased, objective financial advice, services and solutions designed to help you meet your wealth management needs.
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.