Yorkville Asset Management

Yorkville Asset Management Inc. ("Yorkville") is an independent investment boutique founded on an unwavering commitment to our clients' success and a strong dedication to risk management. Established in 2010, we provide wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services to high net worth individuals, foundations, institutions, and family offices.

Our Services

At Yorkville, we offer a comprehensive suite of services tailored to meet the diverse needs of our clients. These include:

Wealth Management & Estate Planning

• Personalized financial planning and wealth goals setting
• Asset allocation and portfolio management
• Estate and tax planning
• Retirement planning and philanthropy

Investment Management

• Comprehensive investment analysis and portfolio construction
• QVR screening process for risk management and selection of quality investments
• Core-satellite and alternative investment strategies
• Regular performance reporting and review

Capital Markets Advisory

• Access to a network of leading lenders and investors
• Expertise in mergers and acquisitions, fundraising, and financing opportunities

Family Office Services

• Dedicated team to handle all aspects of wealth management for families
• Comprehensive reporting and communication

Our Team

Our experienced team of professionals is passionate about helping clients achieve their financial goals. Led by Hussein Amad, President and CEO, our portfolio management team, client services team, and business development team are committed to providing personalized, insightful guidance and exceptional client service.

Our Philosophy

At Yorkville, we believe in a holistic approach to wealth management, focusing on risk management, capital preservation, and consistent returns. We leverage advanced tools and strategies to achieve optimal outcomes for our clients, while prioritizing transparency and clear communication.

Join Us

We are always looking for talented individuals to join our team and contribute to our success. If you are interested in joining us, please visit our careers page for current opportunities.