Yorkville provides the following initiatives to third party dealers that offer our mutual funds on their platform:
- Advisor Support: We review client’s statements, existing strategies, and investment vehicles used. We provide account structure and asset mix advisory services to help your client achieve their investment goals.
- Advisor Training: We hold educational sessions to provide you with valuable information on our funds and strategies, as well as to provide outlooks on markets and investment environments.
- Advisor / Client Presentations: Similar to advisor training, we provide client and advisor market and strategy updates. We discuss fiscal and monetary conditions and present any current opportunities or challenges affecting investors.
- Portfolio Updates: Yorkville portfolio managers are available to provide information about changes in Yorkville portfolios and to discuss any investment opportunities.
- Advisor Site - http://yorkvilleasset.com/index.php/en/advisor-login: Our advisor site provides online access to forms, procedures, and other tools. Please contact 647.776.7480 or info@yorkvilleasset.comfor your username and password.