Yorkville Asset Management

An independent boutique investment firm, Yorkville Asset Management (Yorkville) based in Toronto, Ontario offers personalized wealth solutions to clients with accounts of USD 1 million or more. Yorkville services are also available to retail clients through its prospectus based mutual fund offering.

Adhering to its core principle of working toward the success of its clients, Yorkville Asset Management crafts service models that revolve around the trust and mutual understanding of their investment requirements. It sets itself apart from its industry peers by adopting a hybrid service model, offering services to a diverse clientele like institutions, family offices, high net-worth individuals, and mutual fund dealers.

“We have the system and tools to help our ultra-high networth clients with estate equalization, estate tax protection, the creation and management of trusts, and other long-term investment management solutions, all in one place. That is why wealthier families that are focused on more than investments and want to maximize the value of their family enterprise, gravitate toward Yorkville,” says Hussein Amad, President, and CEO of Yorkville Asset Management.

Yorkville is ranked #15 among Canada’s Top 150 Advisors and 4th in the Province of Ontario in the 2022 Globe & Mail’s Report on Business that is completed in partnership with SHOOK Research.

Considering each client as a partner in its investment management process, designed to grow wealth and offer downside protection, Yorkville guides them with wealth management, estate and trust planning, portfolio management, and advisory services. Through Yorkville you can get investment planning, estate structuring, insurance for estate equalization and protection, tax minimization strategies and portfolio management.

Yorkville also empowers clients to make informed decisions by offering round-the-clock access to its portfolio management, insurance, tax or certified exit planners that constantly provide dependable, clear, and actionable insights.

Yorkville emphasizes building relationships through trust and mutual understanding and recognizes each client’s dedication and hard work in making and saving wealth. This allows the firm to offer personalized risk-adjusted investment strategies to mitigate risk and increase ROI in the long run, bringing immense value to clients while meeting their financial goals.

Yorkville devises customized benchmarks for investments according to the nature of the clientele. Institutional investors use models that rely on market benchmarks to analyze risk based on the performance of index funds. The benchmarks in the hybrid model incorporate lifestyle risk metrics for family offices. These personal factors are customized to each family, allowing them to track and mitigate risk according to their net worth and spending attributes that are likely unique to their family enterprise. This multidisciplinary approach, which helps clients of diverse groups in wealth creation and tax management, push Yorkville well ahead of its peers.

Early in the onboarding process and after a thorough investigation of a client’s or family’s unique risk profile and design of benchmarks, Yorkville’s team designs a customized investment strategy followed by a detailed explanation of tax structure and asset management.

Two proprietary tools are engaged at Yorkville, the Market Health Compass and the Quality, Valuation, and Risk (QVR) screening process, to manage risks and add value to the client’s portfolio from the construction level. Equipped with these tools, Yorkville has successfully developed and used risk management strategies in numerous instances, especially during the bearish market.

Mr. Amad shares the instance of a client whose company was being sold and was searching for an investment manager to handle the funds. Yorkville was introduced through the grapevine from another successfully managed client. The firm, through its Certified Exit Planning Advisors and tax specialist looked into the transaction, actively participated with their legal aids, accountants and improved the valuation methodology and after tax benefit to their client. Ultimately, Yorkville helped them earn a higher sale value for their business and assisted them in managing their funds and creating tax efficiencies via flow-through shares and donations to charities. .

Yorkville’s unbiased commitment to client success goes beyond traditional portfolio management. Yorkville provides clients access to private equity investments, Yorkville focuses on expanding investment allocations to the health care sector. Yorkville recently completed the acquisition of Back in Motion (BIM), an industry-leading provider of physiotherapy and multidisciplinary treatment programs as part of their newest private equity transaction. Aimed at making a difference in healthcare, it assists the beneficiaries of Yorkville Health Care Fund and Yorkville Private Equity LP to achieve their investment objectives. Yorkville undertakes similar journeys to foster the growth of wealth for their clients, and the real-life testimonies of how its risk-adjusted strategies have helped them in various economic climates are a testament to Yorkville’s leadership position in the marketplace.