The Mount Yale Difference
For investors, the financial services landscape can be confusing — partly because many wealth management firms look alike. Mount Yale Capital Group offers a clear difference.
Our firm was founded in 1999 to provide sophisticated, institutional-quality investment solutions to family offices and institutions. Under the strategic vision of CEO John Sabre, a seasoned Wall Street investment banking executive, the firm has expanded to deliver our institutional-quality investment solutions, wealth management services, and high-touch services to individual investors, families, and businesses. Our approach to risk management and high level of service has resulted in long-standing relationships built on loyalty and trust.
Institutional Investing Expertise
Designing and monitoring complex portfolios has been our focus for more than two decades. Our broadly diversified team of Mount Yale professionals and strategic partners have decades of technical experience building and managing sophisticated portfolios. Risk mitigation and the protection of assets are hallmarks of our investment management approach.
Our network of world-class investment managers provides clients with consistent sources of high-quality strategies. This select group of money managers and research providers includes Blackstone, Bain Capital, Ellington, Blackrock, Apollo, Guggenheim, KKR, The Carlyle Group, and Gyroscope Capital.
Mount Yale has earned a reputation for putting clients’ needs first. Our approach is comprehensive because we integrate sophisticated investment planning with our clients’ wealth management strategies to accommodate unique situations while complementing the broader financial plan. Estate planning, investment management strategies, and tax management are all considered in a tailored approach to building a personalized plan that is updated as life changes occur.
Delivering a superior level of service is one of our key priorities. We have a collaborative culture that is unified by a singular focus of helping our clients achieve their financial goals.
Independence and Objectivity
We are fiduciaries acting in your best interest, providing customized and transparent solutions. We deliver unbiased strategies using an open architecture platform centered on your specific circumstances.