At Yoshida Wealth Management, Inc., we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing clients access to some of the best investment minds in the business. To that point, I have partnered with XY Investment Solutions, LLC (“XYIS”) and gained access to their Investment Committee to construct and continuously review our portfolios.
XY Investment Solutions is exclusively designed to serve the members of XY Planning Network (“XYPN”) and is focused on delivering investment solutions for the modern advisor and client. They believe in the tenants of asset allocation and diversification, low cost, tax efficiency and discipline. They take a global view and believe in covering both the size and style spectrum with emphasis on value.
XYIS is a subsidiary of XYPN and custodies all assets at TD Ameritrade Institutional, an independent and unaffiliated custodial broker-dealer and member FINRA/SIPC.