Yh&C Investments Inc.

Overview

Yh&C Investments Inc. is a small, privately owned advisory firm focused on portfolio management for individual and family clients and small businesses. The firm’s investment activity is equity-centric: exchange-traded equities make up the bulk of its deployed capital, and the advisory practice favors client-directed arrangements—most assets are managed on a non-discretionary basis, with a limited discretionary sleeve for clients who grant trading authority. Fee arrangements include percentage-of-AUM billing, fixed fees and other structures, allowing flexibility for different client needs. Investment approach leans toward liquid public markets, delivered through separately managed accounts and exchange-traded instruments. The firm does not position itself as an ESG specialist and is not structured as a multi-state adviser. For higher-net-worth clients the firm supplements public-market exposure with allocations to third-party private equity and real estate managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices