Private Investment Accounts

Private Investment Accounts

As a client of YCG, you work directly with the partners of the firm and together we will create a custom portfolio aimed at meeting your financial goals.

At YCG, you can expect:

  • No hidden fees
  • Partners who are invested right alongside you
  • Simple yet effective portfolio management
  • High liquidity
  • Tax sensitivity
  • Low turnover
  • High-touch service

For more information about how to set up your own privately managed account, please contact us.