The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services - Personalized Index Portfolios and Evaluation Program - A Foundation For Your Future

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A Foundation For Your Future

The multitude of investment alternatives available today can seem overwhelming. It’s not easy to sort through the maze of current offerings and develop a well-designed plan for investing. That is why we created the DJY Group Personalized Index Portfolio (PIP) advisory service. PIP provides a logical framework and professional consulting services designed to help you:

Identify your financial goals, your timetable and tolerance for risk,
Develop a customized investment plan consistent with your investment objectives and expectations,
Coordinate exchange-traded index funds with investment approaches that can work together in different market cycles, and
Regularly evaluate your portfolio’s progress toward pursuing your goals.

Your portfolio blueprint

How do you create a solid, long-term investment plan? Since no single asset class performs best in all economic environments, experts suggest that a sound investment portfolio should be diversified – that is, invested in a variety of asset classes that have distinct yet complementary characteristics.

Designed to help reduce overall portfolio risk through diversification, your PIPrecommended asset allocation plan suggests how to divide your investments among various asset classes and guides the final selection of index funds to help you work toward your financial goals.

Putting it all together with PIP

With several thousand mutual funds and hundreds of index funds to choose from today, it can be challenging to identify what best complements your PIP investment plan.

Because most investors simply don’t have the time to evaluate all their options, PIP can help simplify the fund selection process by offering you the opportunity to participate in style-specific index funds managed by the David J. Yvars Group.

Many people assume only the largest investors – Fortune 500 companies, foundations, pension plans and wealthy individuals – can utilize index funds in their investment strategies. But with PIP, you too have access to index funds, selected and managed by our group according to your specific written investment objectives.

Strategies from conservative to aggressive and everything in between

Index funds can help diversify your assets in several classes and industry sections.

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.