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Creating a vision for your future

We're the indispensable connectivity hub enabling innovation for the global investors. Our suite of connective, reliable and secure investment solutions reduce cost, time, and risk from your financial operations giving you peace of mind to focus on what you do best.

We provide a tailored approach to investment management and financial planning that always puts our clients first. If you're looking for an investment firm to provide disciplined investing strategies, offer straightforward market perspective and help you navigate market volatility, then you have come to the right place. We would be honored to learn more about your financial situation and discover if we could be a good fit to help you achieve your investment goals.

As a client, you'll hear from us regularly to make sure your portfolio continues to serve your financial goals. We believe staying on the path to your financial goals is one of the biggest challenges investors continuously face, which is why we focus on providing you unparalleled client service. As a client, you'll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.

Whether you are looking for performance or security, we offer a wide range of investment options to suit your risk tolerance and investment preferences. We ensure the financial wellbeing of our clients by offering them personal insurance coverage and investment solutions to help them achieve their personal goals.

We support inventors and entrepreneurs with everything from ideation to operating a sustainable business. We aim to take an active role in startup activities at the board level, while enabling investors to thrive and build a secure future.

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Delivering sustainable value through creative investment solutions

We concentrate on using money managers that select securities based on their current relative value. Generally, these are securities that currently trade at a low price/book value and low price/earnings ratios. We are not keen on speculative “investing” nor mutual funds that are growth oriented. If you want to be successful you have to have the freedom to go against what is popular at the time and to be able to react quickly to changing market conditions.

Our world-class investment platform enables Yella Fund's team to be nimble and decisive, committed equally to the strategic integrity of portfolios and to knowledge communicated with transparency and substance. We actively manage high-conviction portfolios for consistent risk-adjusted outperformance through objective observation and systematic analysis of the global markets.

We use our entrepreneurial mindset and institutional risk management to create value. Our broad portfolio of customized investment solutions delivers sustainable premium risk weighted returns for investors. Our investment management businesses leverage our robust infrastructure to provide a diverse range of strategies across investment approaches, styles and asset classes.

We continuously invest in talent, technology and research as we strive to deliver the best results for our clients. Uncover your financial goals with our experts. We'll create a plan to get you there.