Experience

Yon-Drake has been in the institutional, fee-only, investment consulting business for over 33 years making it one of the oldest firms in the industry. Since our beginning, we have worked with all types of institutional funds including depreciation funds, foundation and endowment funds, pension funds (both public and private), defined contribution funds, depreciation funds, surplus funds, self- insurance funds, operating funds, construction funds, debt reserve funds and others. Therefore, we have a long record of experience dealing with institutional investors and understand what it takes to successfully service a client's fiduciary needs. Experience is a distinguishing quality of our firm.


During our history, we have experienced a wide range of economic and market events. We have weathered many crisis large and small, global and domestic. Such experience is valuable to institutions who want true seasoned advice based on sound investment principles.