Our fundamental principle at Yorkville is to continuously provide quality investment and client services to institutions. With the launch of Yorkville in 2010, our dedicated team of industry professionals gained the opportunity to provide their investment services with the ability to further customize and improve Yorkville’s level of client service. This starts with a direct relationship with those who make the investment decisions on your behalf, followed by customized reporting and ongoing communication, transparent investment strategies, advisory services, which includes advising committee and board members on investment and risk management strategies. Yorkville also assists its clients in designing and reviewing adequate and sustainable investment policy statements.

Yorkville offers a unique level of service to our institutional clients.  Customized investment strategies and reporting methods, multiple currency accounts, daily cash flow management, as well as 24/7 online access to accounts are key components of our service offerings to institutional clients. Investment strategies offered include duration matched, immunized, and laddered bond portfolios, as well as various domestic and international equity hedging and non-hedging strategies.