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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.
401K Account Review
Don't Risk What You Can't Afford to Lose
Our Philosophy

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.
Institutional Clients

We can provide institutional investment         
advice to Defined Benefit and Defined
Contribution plans, 403b and 457 plans,
foundations, endowments, and other non-profit
fiduciary responsibilities and prevent future
liability.

Individual Clients

We encourage individual clients to approach
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.
Copyright 2010. Yelenna Rondon, MSIM, CFA.  All rights reserved.
Client Services
Investment Management Consultant