Young Capital Growth Company, LLC offers customized investment management services to individuals and small business owners. We specialize in the management of retirement portfolios.
We provide the following investment management services for our clients:
1. Identify needs and establish long term goals
2. Customized asset allocation
3. Formalized investment policy statement
4. Evaluate and select investment managers
5. Portfolio monitoring and rebalancing
6. Portfolio performance reporting
7. Quarterly meeting with clients
For clients who utilize our investment management services, the fees are based on a percentage of each client’s total assets under management. As your investment portfolio grows, so does our management fee. In this way, our professional goals are aligned with yours.