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 Third 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
-
Copyright © 2014. Yanni & Associates
Investment Advisors, LLC
All Rights ReservedYanni & Associates Investment Advisors, LLC (“YAIA”) is a registered investment adviser located in Wexford, PA. YAIA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of YAIA’s web site on the Internet should not be construed by any consumer and/or prospective client as YAIA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of YAIA’s current written disclosure statement discussing YAIA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from YAIA upon written request. YAIA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to YAIA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.