At Yunistone, we work closely with each client as their trusted adviser on their journey towards investment management and planning excellence.
Our service is centered around a fully customized low-cost and tax-efficient investment solution to achieve the unique risk tolerance and investment goals for each of our clients. We follow a disciplined investment process and structure globally diversified portfolios to maximize long-term return and minimize short-term volatility through various asset classes and investment vehicles.
We are not brokers or custodians, so we do not sell products or take custody of client assets. We are not paid commissions and do not have any hidden agenda behind our advice. We are paid solely by our clients through a fully transparent asset-based fee schedule. We play a fiduciary role and do not have any conflict of interests with our clients.
Our industry knowledge, rigorous research, personalized service and uncompromised commitment to excellence are the primary drivers to help protect and grow our clients' investment assets. Our service is supported by strategic relationship with some of the most reputable money managers which are accessible only to large institutional investors and selected investment firms.
Yunistone is not affiliated with any third parties, but we are strong believer of integrated planning in client wealth management. We work closely with other professionals specialized in accounting, tax, estate, trust, insurance, philanthropy, valuation and other areas to serve our clients and help achieve their overall financial goals.