(248) 792-6634

Our purpose is to build a

Great
Investment Management
Company

with Delighted clients and Motivated employees

LET’S STRATEGIZE TOGETHER

Applying experience & 
skill for results

Founded in 2021, Yousif Capital Management is an institutional investment advisor dedicated to serving the unique needs of institutional investors. The firm specializes in developing cost-effective, tailored portfolios that align with each client’s specific objectives and goals. By integrating rules-based, quantitative, qualitative, and fundamental analysis, we craft well-balanced, research-driven investment strategies that harness the strengths of each approach while minimizing potential drawbacks. Our team, with over 150 years of combined investment experience, works collaboratively to deliver the best possible outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities, Taft-Hartley Plans, and Socially Responsible Investors.
Yousif Capital Management Team

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 teams are led by David Jones and Jim Kelts, CFA. David heads up our equity team while Jim heads up the fixed income team.

WHO WE ARE

Investment Insights Diverse investment solutions that strive to increase returns

Our mission is to deliver investment solutions that enhance diversification and drive higher returns for our clients. We aim to price our services fairly, fostering mutually beneficial relationships that allow both parties to thrive. We are committed to exceptional client service by listening to our clients, understanding their unique needs, and providing thoughtful solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We uphold the highest ethical standards, as outlined by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat both our clients and ourselves with the utmost respect, always prioritizing our clients’ needs. We encourage open communication and constructive dialogue, striving for excellence in everything we do.

Quarterly Market Review – October 2024

Yousif Capital Management believes that

We are successful by making our clients successful

Our focus on this win-win relationship is important because it is the backbone of every decision we make with our clients going first.

Core Values

Faith & Family First

We are Client Focused

We Collaborate for Success

We are Accountable for our Actions

We Adapt and Evolve

Integrity Above All

key tenets What YCM can do for you

Creating balanced and well-researched investment 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

Explore our capabilities

SUB-ADVISORY
RELATIONSHIPS

We collaborate with major banks and regional wealth advisors to create both collective funds and separately managed accounts utilizing our equity and bond strategies. The banks are the trustees for the collective funds and made available to eligible investors. Our separately managed accounts can be tailored with a tax-aware approach, carefully considering capital gains and losses to optimize tax efficiency.LEARN MORE

Captive Insurance
Programs

Captive insurance programs are one of our specialties, and we operate across various domiciles, both onshore and offshore. We have a deep understanding of the complexities involved in captive insurance investment programs. Our compliance systems are meticulously designed to adhere to the constraints set by both the program’s beneficiary and the governing entities.

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Municipalities and Other Pension Plans

We collaborate with numerous municipal pension plans to address their investment needs. Using our equity and bond strategies, we manage investments on behalf of municipalities and often partner with a syndicate of managers to help them achieve their financial objectives. Additionally, we work closely with plan consultants to provide detailed performance reports and portfolio characteristics.LEARN MORE

Socially Responsible Investors

We manage investments for churches, supporting both their pension and operating funds. Our strategies are tailored to align with the values of each investor by screening for companies that may conflict with the church’s principles or the criteria of other socially responsible investors. Additionally, we vote proxies in accordance with the investor’s values. Our socially responsible investing (SRI) proxy voting policies encompass Catholic voting guidelines as well as broader Environmental, Social, and Governance (ESG) policies.LEARN MORE

Foundation Endowments

We have a comprehensive understanding of the challenges that foundations and endowments face as they strive for long-term financial stability while managing the short-term demands of annual disbursements. Our goal is to act as an extension of our clients’ in-house teams, offering valuable insights and research to support their investment decision-making.LEARN MORE

Taft-Hartley Plans

We partner with various Taft-Hartley union plans to help achieve their pension plan objectives and manage operating funds in a way that balances capital growth with downside protection. Whether collaborating with the Plan’s consultant or working directly with the trustees, we develop investment strategies tailored to meet the Plan’s specific goals.LEARN MORE