Our purpose is to build a
Great
Investment Management
Company
with Delighted clients and Motivated employees
Applying experience & skill for results
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.
Investment Insights Diverse investment solutions that strive to increase returns
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
Municipalities and Other Pension Plans
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