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 2023, YAIA manages approximately $123 million across 106 families in 16 different states. 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 Form ADV Part 3 – Client Relationship Summary.
Please click here to read our Second Quarter 2023 Newsletter.
Please click here to log in to your Tamarac Client Portal.
Yanni & Associates Investment Advisors, LLC
Call us Anytime: 724.940.0310