YON DRAKE & ASSOCIATES INC

Overview

YON Drake & Associates Inc. is a corporate investment adviser, owned by an individual and registered with the SEC since 1995. The firm acts as a capital allocator with a clear tilt toward fixed-income strategies and positions itself as an adviser to retirement plans and institutional-type accounts. Its stated advisory activities include pension consulting services and the selection of other advisers, and it charges fees on a percentage-of-assets-under-management basis. The firm is not identified as an active ESG investor and operates its advisory relationships on a non-discretionary basis. The concentration in government debt suggests a conservative, liability-aware approach to portfolio construction. Rather than running broad discretionary equity portfolios, the firm appears to focus on allocating to high-quality, interest-bearing instruments and overseeing relationships with sub-advisers or managers it selects for clients.

Assets & Accounts

Location & Offices