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:
180+
Investment Teams
500+
Products across ETFs,
funds and more
$6.96T
Assets under
management
Access to Aladdin – BlackRock’s proprietary risk management engine
Powered by
1,500+ engineers,
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
financial institutions.
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
$2.69T
Assets under management
3400+
Global Institutional Clients
20M
DC Participants
65
Countries with clients
10
Investment Centers
24-hr
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.
$65T
Total client assets
$11M
Funded client accounts
11years
of advocacy
supporting fiduciary advisors that work in your best interest
96,000
Volunteer hours
in the community over the past 5 years