Our Committment to Our Clients
Yellowstone Partners clients are a diverse cast of affluent, successful individuals hailing from towering urban centers and rolling rural retreats. As different as they are, our clients all have similar demands of their advisor; a fiduciary responsibility, direct access to their investment team, and a fair and honest fee arrangement. That’s why they turn to Yellowstone Partners.
Fiduciary Responsibility – The Client’s Best Interest
As a Registered Investment Advisor, our purpose is to provide investment advice, never to sell a product. Many other brokers’ loyalty is to their firm, not to their clients – their compensation schedule actually incentivises them to make recommendations that may not be in their clients’ best interests.
Direct Access to the Investment Team – An Advisor/Manager Relationship
While many other advisors sublet their investment strategy to other firms, you’ll find that our elite ensemble of investment professionals is not only knowledgeable, but also accessible. There’s no gap between those who understand you, and those who understand the investments in your portfolio.
Performance-Based Fees – A Model for Mutual Success
Yellowstone Partners has developed a model that demonstrates our commitment to our clients. For those who are qualified under SEC requirements, we waive our annual advisor fee if the client’s portfolio doesn’t outperform the benchmark index by a predetermined margin.
Our approach to investment management is derived from the beliefs that hard work is rewarded, a clear mind makes the best decisions, and that people are deeper than their pockets. We know our clients and they know us. It’s a bond of mutual trust and appreciation – something we don’t take for granted.
- We believe that the best way to serve our clients is to focus our attention on their individual needs.
- We do not ascribe to a "one-size-fits-all" approach.
- We communicate with our clients in good times and in bad.
- We provide quick, responsive service, and in keeping a bond of trust with our clients.
- We believe in the value of having the right people in the right positions.
- We want to minimize fees and tax implications, but recognize that the ultimate goal is not the mitigation of costs, but the overall growth of our clients' assets.
- We understand that the most effective means of outperforming the market is to analyze the world economy, to research our investments diligently, and to exercise cautious decisiveness.
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