Case Study

A self-insured group of nonprofits was stymied by burgeoning insurance premiums and declining investment income.


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"Providing Prudent Solutions to Prudent Institutions Since 1984"


Yon-Drake has been in the institutional, fee-only, investment consulting business for the past 33 years. We work with all types of institutional funds including depreciation funds, foundations, endowments, pension funds, defined contribution funds (e.g. 401k and 403b), debt reserve funds, self-insurance funds and others. We have a long record of dealing with institutional investors and understand what it takes to effectively service a client's fiduciary needs.

The Firm
is one of the oldest consulting firms in the industry.
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Resources
are allocated among global research, technology & talented professionals.
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Philosophy
emanates from proven investment concepts based on long years of experience.
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Process
is the disciplined application of proven consulting techniques.
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