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Yale Bock

Y H & C investments
Investment Advisor

Contact Information:

Las Vegas, NV 89138
United States

Years in Business:

 

9

Clients I'm Seeking:

 

I look forward to working with clients who need help managing any or all of their investment accounts- taxable, tax deferred (regular IRA, rollover IRA, 401K), or tax free (Roth IRA).

About My Business:

 

Account Choices Y H & C Investments is a boutique investment management company. Clients get special attention in creating accounts which are tailored to meet their specific life goals. In this light, Yale Bock works personally with each client to structure a portfolio which is well thought-out and aligned with each investor's situation. Separately managed accounts can be taxable accounts or tax advantaged accounts. Separately Managed Accounts Taxable Accounts are managed with the knowledge that there are differences in capital gains rates, and each investor - from private persons to pension funds and other corporate entities - might have a different approach regarding tax liabilities. Taxable accounts managed by Y H & C Investments have a minimum asset level of $50,000 dollars. All accounts managed by Y H & C Investments use TD Ameritrade as a custodian and all assets are placed in a separate account, owned by and using the name of the client, regardless of whether the client is a person, business, or organization. Clients have access to the TD Ameritrade site 24 hours a day, 7 days a week to check the status of their accounts. There is no mixing of clients assets at TD Ameritrade. Qualified accounts are Regular IRA's, Roth IRA's, 401 Rollover Accounts, 401K plans, SEP plans for small businesses, and 403b plans for public employees. As tax advantaged accounts have unique advantages in building wealth, specific plans for these accounts are based on each client's goals and strategies. All accounts managed by Y H & C Investments use TD Ameritrade as a custodian and all assets are placed in a separate account, owned by and using the name of the client, regardless of whether the client is a person, business, or organization. Like taxable accounts, all accounts use TD Ameritrade as a custodian and 24-7 access to the accounts is available. The $50,000 dollar minimum also applies. Biography Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and FINRA licensed) located in Las Vegas, NV. All operations are directed by Mr. Bock and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication. Mr. Bock has been investing his own capital for 20 years and client money since 2004. Mr. Bock earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. Mr. Bock earned the right to use the Chartered Financial Analyst designation in 2007.

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