Investing can be a daunting process, from deciding which assets are right for you, to measuring your portfolio’s performance. Yeo & Yeo Wealth Management works closely with HK Financial Services to construct investment portfolios suited to your goals, time horizon and risk tolerance. Our advisors will help you develop a personalized investment strategy that will minimize risk and maximize returns.
Investment Advisory Committee
HKFS utilizes an experienced Investment Advisory Committee (IAC) to manage the investment landscape for our clients. The IAC consists of several highly-experienced and highly-credentialed industry leaders who meet monthly to review economic and market conditions, review and adjust stock and bond models and monitor investment vehicles.
5-Step Investment Process
- Develop an appropriate asset allocation based on your goals, objectives, timeline, situation and risk tolerance.
- Diversification of bonds, stocks, alternatives and cash management.
- Select and monitor investments.
- Rebalance to optimize games or losses.
- Review and adjust progress towards goals and objectives.
Yeo & Yeo does an excellent job. I especially like how they pick different areas of focus each year to ensure our organization is in compliance. They return drafts and documents by all due dates and do an excellent job presenting to our board of directors when the time comes to review the audit.
Dawn W. Secretary of the Board