YANDELL INVESTMENTS, LLC

Overview

Yandell Investments, LLC is an independent, individual-owned RIA that serves primarily individuals and families. The firm operates as a capital allocator and combines discretionary portfolio management with financial planning and selection of third‑party advisers. Fee arrangements are flexible — the firm charges asset-based fees, hourly fees and periodic fixed fees — and it also acts as an insurance broker, which informs its use of annuities and other insurance-wrapped solutions within client portfolios. Investment activity centers on publicly managed funds as the core sleeve of client portfolios, with a material allocation to external alternative managers for private placements, real estate, commodities and oil & gas. Yandell uses discretionary authority across its reported book, which enables active rebalancing and manager selection. The RIA also provides portfolio work for individuals and small businesses and offers pension consulting and adviser‑selection services when clients require access to specialty managers or subadvisors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices