The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services - Personalized Index Portfolios and Evaluation Program - Focused Portfolio Strategies

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Focused Portfolio Strategies

Because the integrity of your asset allocation strategy can be compromised by funds that may not remain disciplined, we take the consistency of a fund’s management style seriously.

In selecting portfolios for PIP, we look for index funds we believe are best positioned to deliver consistent performance in a particular management style while negotiating risk appropriately. A rigorous selection process is followed and all index funds are diligently monitored to help assure they stay within their investment boundaries.

Style consistency: a key focus

Matching style-specific index funds with PIP requires an objective, “arm’s length” selection process. We use a number of analytical tools to carefully validate several funds and to determine which mix is best relative to each client’s investment objectives.

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.