Welcome to Yanni & Associates Investment Advisors, LLC

Today’s complex markets and economy presents investors with challenges in creating and maintaining a solid investment strategy. With such important issues surrounding your family’s financial security… ARE YOU PREPARED TO FACE THIS CHALLENGE ALONE? Ask yourself:

• Am I knowledgeable enough with today’s sophisticated investment vehicles?
• Who will take care of my loved one’s finances should something happen to me?
• Can I trust this person?
• Will your Financial Advisor actually manage your assets? Or, are they more interested in selling you high-commission products and employing the “set-it-and-forget-it-method”?

Let us partner with you! Located in Pittsburgh, PA, Yanni & Associates Investment Advisors, LLC (YAIA) has been providing Investment Management Services to its clients since 2007.  It is a fee-based, Registered Investment Advisor, which makes it a Fiduciary. Being a Fiduciary means that by law, YAIA is obligated to place its clients’ interests ahead of its own. As of 2020, YAIA manages approximately $100 million with 90 families across 17 different states (updated ADV’s will be filed soon). It manages a variety of accounts including Personal Assets, Trusts, IRAs, Corporate Accounts, Custodial Accounts, 529 Plans, and others. We are experienced in working with:

• Corporate Executives, Doctors, Lawyers, and other working professionals
• Business Owners and Entrepreneurs
• Retirees and their Spouses
• Widows and Widowers
• Wealthy Individuals and their Trust Funds

We are a small family business that provides thorough and ongoing communication to clients. YAIA does have a $250,000 asset minimum; we also offer one-time consultations for those families who may not meet our asset minimum.

Matthew A. Yanni is also individually licensed to sell life and long-term care insurances. He sells these insurances as an individual and not through YAIA.

Please click here to read our Fourth Quarter 2020 Newsletter.

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