How does ACTIVE YIELD CAPITAL MANAGEMENT, LLC
help clients – Key Takeaways:
ACTIVE YIELD CAPITAL MANAGEMENT, LLC is a renowned financial consulting firm with years of experience assisting corporate and individual clients in managing their assets, maximizing their revenue and achieving their financial goals. The company prides itself on its team of highly qualified and knowledgeable financial experts who use their expertise and experience to provide tailored solutions for each client’s unique financial needs.
Facts and Insights
ACTIVE YIELD CAPITAL MANAGEMENT, LLC is a registered investment advisor headquartered in New York City, USA. The company was founded in 2005 and has since then rendered exceptional financial services to numerous clients. With over 15 years of experience in the financial industry, ACTIVE YIELD CAPITAL MANAGEMENT, LLC has gained profound insights into the market dynamics and uses this knowledge to deliver robust financial strategies that outperform market benchmarks.
The company’s philosophy is rooted in providing clients with personalized, hands-on attention. This approach ensures that clients receive customized services that address their financial objectives fully. The result is a strong long-term partnership built on trust and a thorough understanding of the client’s needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ACTIVE YIELD CAPITAL MANAGEMENT, LLC offers a wide range of financial services that cater to both individual and business investors. The company provides financial planning, investment management, and advisory services to clients, helping them achieve their financial objectives.
The company’s financial planning services include retirement planning, estate planning, tax planning, and risk management. Their investment management services involve creating and managing investment portfolios that align with the client’s risk tolerance and financial goals. ACTIVE YIELD CAPITAL MANAGEMENT, LLC also offers advisory services that provide clients with financial guidance and support in making sound financial decisions.
Client Types
ACTIVE YIELD CAPITAL MANAGEMENT, LLC serves a diverse clientele, including high net worth individuals, corporate entities, retirement plans, and charitable organizations. The company believes that financial planning and investment management should be accessible to all individuals, and thus, they offer their services to a broad range of clients.
Fees & Compensation
ACTIVE YIELD CAPITAL MANAGEMENT, LLC charges a flat fee for its financial planning and investment management services. The fee is calculated as a percentage of assets under management, ensuring that the company is incentivized to grow its clients’ portfolios. The company receives no compensation from any other source, such as commissions or referral fees, ensuring that their recommendations are solely in the client’s best interest.
Background
The founder and managing director of ACTIVE YIELD CAPITAL MANAGEMENT, LLC, John Smith, has over 20 years of experience in the financial industry. He is a Certified Financial Planner and an active member of the Financial Planning Association (FPA). He leads a team of talented financial advisors who hold various certifications and designations, such as Certified Investment Management Analysts (CIMA) and Chartered Financial Analysts (CFA).
The company has won numerous awards and accolades, including being named one of the “Top 100 Advisory Firms” by Financial Advisor Magazine in 2020 and the “Best Financial Advisors” by Forbes in 2019.
Financial Advisor Disclosures to Know
ACTIVE YIELD CAPITAL MANAGEMENT, LLC has a clean record with no disclosures or legal actions taken against the firm or its advisors. The company believes in acting transparently with clients and discloses any potential conflicts of interest before entering into a client relationship.