As fully independent Representatives, we at Yatra Wealth Design have partnerships with many investment investment management firms AND smaller boutique firms (while most financial advisors are limited to the firm they work for or just a few options).
This independence enables us to create the best portfolios and strategies that fit your comfort level with risk and your long-term financial plan.
These partners also provide an immense amount of research and information around investment management. This helps us make appropriate and timely adjustments to your investments over time as the markets change, or your goals and objectives change.
Some of our go-to partners include:
Products across ETFs,
funds and more
Access to Aladdin – BlackRock’s proprietary risk management engine
500+ data scientists and
200+ financial modelers.
Helped the United States
government understand the
risks in billions of dollars of toxic
assets during Great Recession.
Relied on by 250 of
the world’s largest
Able to assess 3k+ risk factors. Aladdin helps measure the impact of decisions, quantify risks and identify performance drivers. It allows us to look beyond the initial layer of holdings to understand the true risk exposures of each portfolio.
By the Numbers
Assets under management
Global Institutional Clients
Countries with clients
Global trading capability
Expertise in Commercial Real-Estate Investments
+ Many other great firms!
Our clients assets are typically custodied (held) at TD Ameritrade Institutional. This keeps the money safe and secure from fraud or theft.
Total client assets
Funded client accounts
supporting fiduciary advisors that work in your best interest
in the community over the past 5 years