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+1 512.505.2347

[email protected]

Form CRS

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Ways to Invest

Ways to Invest

Ways to Invest

YCG, LLC offers two distinct investment options for its shareholders and clients:

Mutual Fund

Private Investment Accounts

Contact Us

YCG, LLC
3207 Ranch Road 620 South
Suite 200
Austin, TX 78738
[email protected]
+1 512.505.2347
Send us a message
Firm ADV Brochure

Important Disclosures:

YCG, LLC (“YCG^®“) is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

The financial services and products described on this website are intended to be made available only to persons in the United States. This website does not constitute an offer or recommendation by YCG^® of securities or services to, or a solicitation by YCG^® of an offer to buy securities or services from, any person residing in a jurisdiction outside the United States in which such an offer or solicitation would be unlawful under the applicable laws and regulations. Materials on this website are informational only and should not be taken as investment recommendation or advice of any kind whatsoever (whether impartial or otherwise).

Current and future portfolio holdings are subject to risk. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. YCG^® reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements are not guaranteed. Past performance is not indicative of future results. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

Positions held within each individual account may not be the same from one account to the next. Individual securities may be traded at different times as well as receive different execution prices. In addition, individual accounts may be pursuing similar objectives but may have different investment restrictions. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.

© 2024 YCG, LLC. All Rights Reserved.

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