Investment

Yukon Wealth Management believes in a disciplined, strategic approach to investing. We embrace diversification and asset allocation to limit volatility in portfolios and maximize risk-adjusted return. Our strategy is geared toward preserving and accumulating wealth while controlling risk. Our investment plans are customized for each client’s unique financial situation.

We utilize four model portfolios that are designed with downside risk in mind. Each client is given an extensive risk profile and the results are analyzed from a financial and psychological standoint. From there, we tactically allocate money and utilize institutionally priced mutual funds to manage those allocations.

Fees:

Our Investment Advisory Fees start out at 1% annually and get cheaper for amounts over $2,000,000.

Contact us for more information.