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Y H & C Investments
Las Vegas, NV

Yale Bock

CFA®, MBA

Meet Yale

Helping Small Business Owners - Yale Bock
Helping Small Business Owners - Yale Bock
Video Transcripts

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and California licensed) located in Las Vegas, NV. All operations are directed by Mr. Bock and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication. Mr. Bock has been investing his own capital for 20 years and client money since…

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and California licensed) located in Las Vegas, NV. All operations are directed by Mr. Bock and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication. Mr. Bock has been investing his own capital for 20 years and client money since 2004. Mr. Bock earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. Mr. Bock earned the right to use the Chartered Financial Analyst designation in 2007.


Services offered

Investment Management
Tax Planning

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

MBA - University of California-Irvine
BA - University of California-Irvine
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