Yale Bock

CFA
Personal Finance, Investing, Small Business
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“With over 15 years of analyzing equity investments for clients, Yale Bock is committed to giving his clients special attention in creating accounts which are tailored to meet their specific life goals.”
Firm:

Y H & C Investments

Job Title:

President & Owner

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 Yale and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication.

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 assessment, diversification and hedging, and financial documentation and customer support. The mission of the company is to help people reach their financial goals and objectives.

Yale has been investing his own capital for 20 years and client money since 2004. Yale earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. He earned the right to use the Chartered Financial Analyst designation in 2007.

Education:

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

Assets Under Management:

$10 million

CRD Number:

129823

Disclaimer:

Disclosure

Investing money in capital markets involves risk and could result in losing money.  Past performance is no guarantee of future results. Future results are likely to be different from past performance. All equity portfolios involve risk and may lose money. One should research any investment and make sure it is suitable with your objectives, risk tolerance, risk profile, liquidity considerations, tax situation, and anything else pertinent to your financial situation. Also, attaining or holding the CFA credential in no way suggests performance will be superior than a market index or market return.

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Can you invest in hedge funds?

You are asking a good question and one which is applicable for a lot of investors who are curious about hedge funds.  There is much to consider, but most of the time, if you have a certain amount of money and are willing to invest in a hedge fund, the fund probably will take your capital.  You have to make sure you know how the hedge fund invests, and whether the fund meets your specific return, liquidity, tax, risk tolerance, and any other characteristics important to your specific financial situation.  You also need to know if there are specific restrictions on your capital, meaning there are only certain times you can withdraw the money or if there is a penalty for trying to withdraw it early.  Also, if the fund does not do well, you need to know if there are different ways the fund must make up for poor performance.  Obviously, the fees involved also need to be known up front as well.  I hope this helps answer your question about hedge funds.

 

Yale Bock, CFA

Y H & C Investments

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