About Yousif Capital Management
Founded in 2021 Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 145 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors.
The Yousif Capital Management Team
The Yousif Capital Management team is led by its President, Kevin Yousif, CFA, who started the firm in April 2021. Kevin’s management team is comprised of the firm’s Chief Compliance Officer, Rose Bennett, Chief Investment Officer, Ed Goard, CFA, and Geoff Rossi, YCM’s Chief Operating Officer.
The firm’s Portfolio Management teams are categorized by their focus on equities or fixed income. The team is led by David Jones and Jim Kelts, CFA. David heads up our equity team while Jim Kelts heads up the fixed income group.MEET OUR TEAM
that strive to increase returns
Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.
Yousif Capital Management Believes That
Our focus on this win-win relationship is important because it is the backbone of every decision we make with our clients going first.
Some of our key tenets are:
Creating and managing rules-based managed strategies that fit our clients’ needs
Creating those strategies based on observed evidence that target a desired outcome
Remaining flexible and being willing to reassess those strategies as needed
Delivering a high customer service experience that meets clients where they want to be met
Offering these services for a competitive cost
CONTACT THE YCM TEAM
Our experienced team is looking forward to meeting you and learning about your goals. Call us or complete the contact form and we will reach out to you shortly!
Bloomfield Hills, MI 48304