The David Yvars Group - Trusted Advisors Referral Network Program - A "Win-win" Situation

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A “Win-win” Situation

Clients benefit by gaining independent, unbiased advice and access to a wide array of investment alternatives, including a customized managed portfolio of individual securities, exchange-traded funds and mutual funds through our group and a choice between several leading financial services organizations to hold custody of assets, in addition to diversified managed trust portfolios through a choice of various corporate trustees and institutions. What’s more, we provide customized portfolio management for family trusts, including charitable remainder and living trusts. The fee clients pay for these services is the same as they would pay if you were not involved.

The decisions you make now about adding financial services into your professional services may play a significant role in shaping your practice for years to come. In that light, consider these four key factors about how the DJY Referral Network Program can benefit you:

It pays you a fee based on referred assets under management. This can provide a growing revenue stream year after year, in a framework designed to support long-term client relationships.
It can increase the market value of your practice by adding new, recurring revenues.
It frees your time to concentrate on your primary business. Our group and its affiliates in the Referral Network Program provide unbiased, independent investment advisory research, recommendations and service.
We indemnify you for investment decisions.

When you add up the costs of providing client service and reporting, investment research and asset allocation, increased insurance costs and marketing, the DJY Referral Network Program may be both an efficient way to make financial services available to your clients and a profitable choice for you.

Help give clients what they are looking for:

Objective, unbiased advice from you,
Resources and experienced reputation of the David J. Yvars Group and a choice among SIPC-insured financial services organizations and corporate trustees to hold custody of assets,
Integration of investments into their overall financial situation,
Cost-effective and competitively priced fee,
Choice of equity, balanced, exchange-traded funds, fixed income and mutual fund portfolios, and
Managed trust portfolios for qualified retirement plans and family trusts that span a range of risk/reward strategies.

Our program can help you:

Enhance client relationships,
Continue to focus on primary advice, and
Increase overall client satisfaction.

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.