Be diversified and stay flexible with our quality investment solutions

Yellow Cardinal Advisory Group is focused on providing customized and holistic investment and retirement solutions to protect and grow your wealth. Our experienced team draws on decades of experience to foster your financial future.

Smiling colleagues reviewing documents in conference room
Smiling colleagues reviewing documents in conference room

What to expect:

Female analyst reviewing financial data on multiple monitors
Female analyst reviewing financial data on multiple monitors

Comprehensive portfolio construction

We believe a diversified investment strategy helps ensure the appropriate mix of stocks, bonds, and alternative investments to enhance returns and reduce risks.

Female financial advisor reviewing documents with couple
Female financial advisor reviewing documents with couple

An emphasis on quality

We believe a diversified investment strategy emphasizes the importance of aligning one's goals and objectives with the appropriate asset allocation.

Analyst reviewing financial data on a laptop, tablet, and paper documents
Analyst reviewing financial data on a laptop, tablet, and paper documents

Flexibility and trust

We believe in the importance of a flexible investment process over a "buy-it-and-forget-it" approach. This gives us the ability to be opportunistic for our clients as market conditions change.

Our four step approach

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Let's get to know you

We get to know our clients personally and financially. This allows us to properly determine the purpose of money, liquidity needs, time horizon, and risk tolerances.

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Develop your baseline

Next, we identify a baseline allocation with the right mix of stocks, bonds, and other securities that strategically fit your goals while maintaining enough flexibility to tactically take advantage of opportunities and mitigate risks.

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Fundamental analysis and security selection

Here's where we roll up our sleeves to do the fundamental analysis on the securities in the portfolio to make sure we have understanding and conviction in the underlying holdings.

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Ongoing and consistent reviews

Our four step process isn't complete without monitoring and making adjustments as needed. This means we're informing our clients of what we're doing and why. This also lets us understand changes in our clients' lives that may lead to adjustments in the above approach.

Two women conversing while looking at a laptop
Two women conversing while looking at a laptop

Let's get started.

Get the service, products, and attention you deserve as a Yellow Cardinal client. Complete the form here to tell us about yourself and your goals. We look forward to working with you.







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