We focus on helping clients approach the investment process in terms of planning, implementing, monitoring, and reviewing all aspects of portfolio management. We develop a clear investment policy statement, set a flexible asset allocation, and specify guidelines for implementing, monitoring and reviewing an investment strategy. Beginning with the planning stage, we develop an investment policy statement along with an asset allocation strategy that incorporates economic expectations and current market information. In addition, we provide consulting services during the implementation and feedback stages. |
Our Philosophy
Client Services
to Defined Benefit and Defined Contribution plans, 403b and 457 plans, foundations, endowments, and other non-profit and charitable organizations. Our comprehensive portfolio management approach helps institutions comply with fiduciary responsibilities and prevent future liability.
their investments in terms of a liability structure and/or risk-horizon based plan as institutional investors do. In addition, a well defined Investment Policy Statement helps investors focus on the end result rather than short term market fluctuations. |
| Experience, advanced degrees, and professional certifications demonstrating commitment to maintaining the highest standards in the investment consulting industry. Learn more... |
Yelenna Rondon, MSIM, CFA.
Investment Management Consultant
Investment Management Consultant
Copyright 2009. Yelenna Rondon, MSIM, CFA. All rights reserved.
Copyright 2009. Yelenna Rondon, MSIM, CFA. All rights reserved.
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401K Account Review
Don't Risk What You Can't Afford to Lose
Don't Risk What You Can't Afford to Lose
We review every aspect of your investment
portfolio and work in partnership with you to
develop a retirement strategy that is in-line
with your investment objectives and
constraints.
We analyze the investment options offered
by your 401k plan provider and help you to
develop an asset allocation that will
maximize return per unit of risk.
Our sole business is to provide investment
management consulting and financial
advice. We do not offer nor sell investment
products, we impartially provide advice to
help you to achieve your investment goals.
For more information, contact us at
info@yrimc.com.
portfolio and work in partnership with you to
develop a retirement strategy that is in-line
with your investment objectives and
constraints.
We analyze the investment options offered
by your 401k plan provider and help you to
develop an asset allocation that will
maximize return per unit of risk.
Our sole business is to provide investment
management consulting and financial
advice. We do not offer nor sell investment
products, we impartially provide advice to
help you to achieve your investment goals.
For more information, contact us at
info@yrimc.com.
Looking for
Financial News?
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Journal
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CNBC
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Financial News?
Check the following
sites:
The Wall Street
Journal
The New York Times
The Boston Globe
CNBC
The Economist
The CFA Institute
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