Yorkville Asset Management

Yorkville’s expertise in serving First Nations groups focuses on advisory services for capital, and revenue management of your investments. In working towards achieving your investment objectives, Yorkville applies a comprehensive approach, including, but not limited to, economic and feasibility studies on diverse investment plans, as well as managing or creating trusts as needed. This approach is geared towards preserving capital and stimulating investment growth. At Yorkville, we believe that this combination of service and skill has the ability to create a true advantage that would help you preserve your capital and stimulate investment growth, so that you may use your investments to meet your community’s unique needs and goals.

Yorkville understands the duty and responsibility of working with family offices in order to help grow wealth across multiple generations, while putting the interests of the family first. In addition, our concierge service, Opus Elite, is designed to help clients better manage their lifestyles. We work closely with family offices and their networks to provide a holistic assessment, custom tailoring and management of discretionary portfolios, all while taking into account the unique needs of each client.

Our Professional Athletes Group is focused on the needs of active athletes, those in career transition, and retirees. The Group’s objective is to help professional athletes and their agents deal with increasingly complex financial affairs associated with today’s growing player contracts. Moreover, Yorkville is well equipped to navigate the complex multi-national jurisdictional rules that affect planning for players with international careers and residency situations. Career transition goals are also of special importance to Yorkville, and are integrated into each player’s financial plan. In helping an athlete focus on their playing career, Yorkville offers concierge services to cope with the complexity of maintaining residences in multiple cities as well as boutique travel services. Retiring professional athletes will also benefit as Yorkville can help streamline financial affairs and bring both portfolio efficiency and long-term capital protection. Recognizing that most professional athletes’ management teams have evolved to include agents, accountants, and legal professionals, Yorkville has tailored its offering to meet these clients’ requirements in their entirety.

Yorkville and its clients share many similarities. Like many of our clients, we offer a unique approach to the way in which we conduct business. We opened our doors in 2010, and as a private company, we have seen firsthand the time, effort, and dedication that it takes to grow a business. We understand that as business owners, you may be experiencing significant pressure and concerns with operating your business, managing your investments, while mitigating your risk. Yorkville may be able to help alleviate some of this pressure through our offerings, which include portfolio management for your investments, estate planning to deal with your wealth and the contingency of your business, as well as managing your insurance requirements.