The David Yvars Group - Trusted Advisors Referral Network Program - Providing a Wealth of Services

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Providing a Wealth of Services

A broad range of investment opportunities

The exchange-traded fund, mutual fund allocation programs, advisory programs and trust services offered through the DJY Referral Network Program are flexible investment alternatives. Mutual fund-based, exchange-traded funds and separately managed equity/balanced and fixed income-based programs are available (see table), along with ongoing performance reporting and the flexibility to shift assets among investment choices and types.

First-rate resources to help serve you and your clients

We strongly emphasize the highest standards of service, integrity and professionalism in our dedication to clients. We’re backed by the strength of several leading full-service securities firms, giving us access to the resources, technology and independent, objective research necessary to help a wide range of clients achieve their investment objectives.

Advisory programs, mutual fund allocation programs and trust services

Program name	Program description
The David J. Yvars Group Customized Portfolio Management	Discretionary management by David J. Yvars, CEO, senior portfolio manager of the David J. Yvars Group Individual strategy built around a five-step comprehensive investment process
The David J. Yvars Group Personalized Index Portfolios	Combines benefits of exchange-traded funds (ETF) asset allocation with an individually tailored investment strategy, along with a dynamic industry component 95 style-specific ETFs
The David J. Yvars Group Consulting Services	Portfolio management by independent investment managers Help clients select individual managers from leading investment advisory programs based on client needs, objectives and risk tolerance
No-Load Mutual Fund Programs	Combines benefits of mutual fund asset allocation with an individually tailored investment strategy A universe of no-load and load-waived mutual funds from leading firms*
Trust Services Corporate Trustee Services	A professionally managed qualified retirement plan solution offering quality trust and investment services Family trust, charitable remainder trust, living trust, etc. Customized portfolio management provided by our group Combines institutional investment management, asset allocation, corporate trusteeship, custody services and personalized service in one fully integrated program

* Mutual funds are sold by prospectus only. Your clients should request a prospectus and read it carefully for details, including fees and charges, before investing or sending money.

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.