Individually crafted portfolio construction and management is the cornerstone of our offerings at Yang, Odell and Kostner. A large number of our clients engage our services specifically because of our proficiency in investment management. Others are interested in our all-encompassing, holistic approach to structuring a strategy for their global wealth management needs. Either way, we take the time to get to know you and spend the time to understand your unique circumstances and financial ambitions.
As one of the region’s foremost independent wealth management companies, we take our duties and responsibilities as your trusted advisor seriously. We never forget that it is your money, and we are tasked with helping you to maximize and protect it.
How We Help
Yang, Odell and Kostner has the knowledge, experience, and ability to tailor services to suit clients from a wide range of background and circumstances. Needs can vary markedly from one client to the next depending on their personal situations and where they are on their financial journey. This is why we established distinct groups to best serve the needs of everyone.
| Affluent | High Net Worth | Ultra-High Net Worth |
|---|---|---|
| Up to $1,000,000 investable assets | $1,000,000 to $20,000,000 investable assets | Over $20,000,000 investable assets |
Our independence and clarity of our planning process enable us to act as your financial advocate when deciding on the correct blend of investments that is appropriate for you now, as well as for your future betterment.