Our Philosophy
Our objective is not to meet expectations, but to exceed them. Although we cannot predict how the economy will behave, nor guarantee the returns of the stock market, our commitment to our clients is to return their trust and confidence with the high-quality service they deserve.
Our Performance
Yellowstone Partners has an established history of solid returns. For the majority of our accounts, our benchmark is to exceed the S&P 500 index by three percent net of fees. This objective may vary with our clients’ risk tolerance.
Our Principles
We believe that the best way to serve our clients is to focus our attention on their individual needs. We do not believe in a “one-size-fits-all” approach.
Independence
Both investors and their advisors have been losing confidence in the traditional model of large brokerage firms controlling their investment choices. The independent model is surging as the focus returns to the individual needs and goals of the investor. Independent advisors provide more choices, more freedom, and more personal attention. Yellowstone Partners is leading the way with new solutions and opportunities.
