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Yale Bock, CFA

Personalized Investment Management

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Y H & C Investments Yale Bock, CFA
Las Vegas, Nevada

Serving Clients Nationwide

Personalized Investment Management

Areas of Focus

  • Financial Life Planning
  • Investing
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and California 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.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute

Primary Location

213, Popolo Drive, Las Vegas, Nevada, 89138

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call so we can determine how YH&C can help you.

Offers Investment Management

Yes

About our Firm

Y H & C Investments is a boutique registered investment advisor based in Las Vegas, NV. The company offers asset management services which include strategic asset allocation, tactical asset allocation, investment research, portfolio management, portfolio measurement and assesment, diversification and hedging, and financial documentation and customer support. The mission of the company is to help people reach their financial goals and objectives.

✅ Our Philosophy & Strategy

As a financial advisor in Las Vegas, NV, our philosophy is to maximize the assets of investors and do so as tax-efficiently as possible. The stock market has always been volatile, so business values fluctuate in a range of tremendous extremes, which is why there is a great deal of opportunity.

The economic reality for any investor or entity trying to grow their capital is there is only so much money available for investment, so putting it to use in the most productive way has to be the priority.

✅ Visit our website and take a personal assessment to see what kind of investor you are and if you might be a good fit to work with Y H & C Investments!

Education

University of California, Irvine - The Paul Merage School of Business BA, Economics | MBA, Business Administration

Badges

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Gen X
  • Investors
  • Living in Retirement

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