Learn about us
(click to expand)
Our objective is not to meet expectations, but to exceed them. Although we cannot predict how the economy will behave, nor guarantee the returns of the stock market, our commitment to our clients is to return their trust and confidence with the high-quality service they deserve.
Yellowstone Partners has an established history of solid returns. For the majority of our accounts, our benchmark is to exceed the S&P 500 index by three percent net of fees. This objective may vary with our clients’ risk tolerance.
We believe that the best way to serve our clients is to focus our attention on their individual needs. We do not believe in a “one-size-fits-all” approach.
Latest blog posts
Our New York Office Is Now Open
We are excited to announce the opening of our New York office and the addition of Robert Natale to our team. Robert is a seasoned manager with a critical eye for portfolio guidance.
Groups 1 & 2 back from Haiti
A second group of volunteers has safely returned from Haiti. The volunteers, including many of Yellowstone Partners' employees, helped build & repair homes for 38 people, distributed boxes of toys, hygiene kits & more. Head to their website at Haiti Sak Plan to read about their full experience.