Our Services

Expect Expertise.
Yosemite Capital Management takes a holistic approach to financial planning. Our proficient team provides investment advisory services, capital management and in-depth portfolio planning for discriminating investors.

Investment advisory consulting delivers full analysis of your current stock, bond and mutual fund holdings. Yosemite's investment advisors and CERTIFIED FINANCIAL PLANNER™ professionals provide the kind of objective counsel that can help you control risk, optimize diversification and improve your ability to fully achieve your financial goals.

Separately managed accounts give you access to institutional-quality money management. Yosemite has professional affiliations with some of the strongest institutional money managers in the nation, providing you solutions that are more tax efficient, less costly and more easily customized to meet your specific needs.

Retirement and estate planning puts the power of the future in your hands. Yosemite understands the level of complexity that this type of planning represents, and we understand just as clearly the impact that a solid plan can make. By addressing each area of your life in a methodical manner, we make it easy to plan for the future. This is some of our most fulfilling work — because the rewards of your effort will be evident for generations.

Custom portfolio management can help control your level of risk exposure while maximizing your returns. Yosemite designs and develops a portfolio that reflects your unique situation and sets you on the path to achieving your goals. Whether you choose a fee-based or a transaction-based account, you're always in control of the cost structure. Laddered fixed income portfolios are available, too; we make sure each is structured to match your income needs and specific timeline requirements.