Our Steps Towards Becoming Your Financial Advisor
Step 1:
Get Acquainted
We will start with an initial phone call introducing YAIA and listening to an overview of your stated needs. Afterwards, we will send you various introductory Firm and compliance material. The expected duration of our initial call is approximately 15 minutes.
Step 2:
In-Person Meeting
Step 3:
Customized Plan
Step 4:
Ongoing Management, Advice, & Guidance
Throughout the year, we plan to have periodic, ongoing discussions with you. Typically, we will meet with you on annual basis. If/when life changing circumstances occur, we plan to be with you every step through those events. On an ongoing basis, we will manage your assets internally based on your goals and market circumstances.
About
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
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. YAIA 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
YAIA By the Numbers
We are a small family business that provides thorough and ongoing communication to clients.