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 32 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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are allocated among global research, technology & talented professionals.
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emanates from proven investment concepts based on long years of experience.
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is the disciplined application of proven consulting techniques.
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Business News and Markets

Wall St. pulls back from record; utilities slump

NEW YORK (Reuters) - U.S. stocks fell on Tuesday as investors engaged in profit-...Read more

U.S. consumer confidence rises in December

(Reuters) - U.S. consumer confidence increased in December, bolstered by a brigh...Read more

Brent and WTI see small gains as end of year approaches

NEW YORK (Reuters) - Crude futures closed up slightly Tuesday, getting some reli...Read more

U.S. opens door to oil exports after year of pressure

WASHINGTON (Reuters) - The Obama administration on Tuesday bowed to months of gr...Read more

Argentina's debt crisis seen rumbling on until 2015 election

BUENOS AIRES (Reuters) - Crunch time for Argentina fixing its debt default will ...Read more