Introduction
Providing Prudent Solutions to Prudent Institutions Since 1984
We are an independent, fee-only, research driven, investment consulting firm providing advice to institutional investors on investments and related fiduciary issues.
Founded in 1984, Yon-Drake & Associates, Inc. is registered with the SEC as an Investment Adviser. 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 registered with the State of South Carolina as an S-Corporation and headquartered in Columbia, SC.
We devote 100% of our resources to providing investment consulting services and do not engage in any other outside business activities. We do not sell any investment products and devote our full interest and attention to providing consulting services to our clients.
Clients We Serve
SEC Form ADV Brochure
For a copy of our latest SEC Form ADV brochure please contact us at the address shown below or send us an email.
1225 Pickens Street, PO Box 2139, Columbia, SC 29202-2139(803) 256-1212 x26info@yondrake.com