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.
