The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services - Personalized Index Portfolios and Evaluation Program - Professional Guidance to Help You Plan for the Future

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Professional Guidance to Help You Plan for the Future

Based on your individual needs, the PIP Program offers you a clearly defined investment plan, an intelligent method for selecting index funds that work together toward your goals and a personalized approach to investing you can follow with confidence.

Consider these important features:

Independent, unbiased, objective advice and service from the David J. Yvars Group, and a feeling of confidence knowing that our group is helping you make informed investment decisions.
Index funds offer a convenient alternative to investing in individual securities and can relieve you of burdensome day-to-day investment decisions. Furthermore, with more than 8,000 funds to choose from today, you face both opportunities and challenges in selecting actively managed funds that reflect your personal priorities and objectives. Designed to take the guesswork out of fund selection, PIP provides you a variety of index funds that are actively traded on all exchanges.
We provide ongoing portfolio evaluation and adjustment. Asset allocation and index fund selection is not a one-step process. We will help you assess your strategy on an ongoing basis and make adjustments to your plan as your life or goals change.

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.