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Mount Yale Investment Advisors
Mount Yale Investment Advisors runs a $1.6B manager-of-managers credit platform from Denver for RIAs and institutions.
Mount Yale Investment Advisors
Founded in 2004 and headquartered in Denver, Mount Yale Investment Advisors (MYIA) operates as an asset management firm that constructs multi-manager portfolios for registered investment advisors, family offices, and smaller institutions. The firm does not manage a proprietary balance sheet; it selects, blends, and monitors third-party asset managers. Co-founders include Gregory Anderson and Thomas Turley, who established the firm to deliver institutional-quality manager research to advisors who lacked the scale to perform it in-house. The firm's strategy centers on alternative income and credit-oriented mandates. Mount Yale's platform ranges across high-yield fixed income, bank loan strategies, and private credit, often through interval fund structures and liquid alternative vehicles. Its research team evaluates managers on operational due diligence, risk controls, and capacity discipline. A signature relationship is with the Angel Oak family of funds, where Mount Yale has been a long-tenured allocator to mortgage credit and structured-product strategies. The firm also allocates to multi-strategy credit managers and opportunistic fixed-income boutiques, with a geographic focus concentrated on US-based managers deploying capital across North American credit markets. Mount Yale has grown to manage roughly $1.6B in advisory assets, sourced primarily through RIA custodial platforms and sub-advisory relationships (Altss estimate). The firm maintains its single office in Denver. In recent periods, Mount Yale has deepened its focus on institutional share classes of alternative credit funds, seeking to negotiate lower fees and better liquidity terms for its advisor clients. The firm also operates the Mount Yale Fund, a multi-manager mutual fund that packages its top-conviction credit and alternative income ideas into a single 1940 Act vehicle. Structurally, Mount Yale stands apart from aggregator platforms or turnkey asset management programs because it takes discretionary authority over manager selection — it does not simply offer a marketplace. This places the firm closer to an outsourced CIO for credit allocations than a traditional fund-of-funds, though it competes directly with both categories for RIA shelf space.
General information
Firm type
Generic
Year founded
2004
AUM
$1.6B (Altss estimate)
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Sector focus
Frequently asked questions
What does Mount Yale Investment Advisors actually do?
Mount Yale operates as a discretionary manager-of-managers, constructing and overseeing portfolios of third-party investment funds for financial advisors and institutional clients. The firm selects outside asset managers specializing in credit, fixed income, and alternative income strategies, then blends them into multi-manager portfolios or the proprietary Mount Yale Fund. Clients delegate manager selection, ongoing due diligence, and tactical allocation to Mount Yale's investment team.
How does Mount Yale source the managers it allocates to?
Mount Yale's research team screens and monitors a concentrated roster of boutique asset managers, with a particular emphasis on credit-oriented shops that may be below the radar of larger institutional consultants. The firm conducts operational due diligence, evaluates portfolio construction and risk controls, and negotiates fee structures on behalf of its aggregated client base. Long-tenured relationships, such as its allocation to the Angel Oak funds, suggest a preference for managers with niche credit expertise and capacity-conscious approaches.
Is Mount Yale a fund of hedge funds?
While structure resembles a fund-of-funds, Mount Yale is better described as a multi-manager credit and alternative income allocator. The firm's flagship Mount Yale Fund operates under the Investment Company Act of 1940, offering daily liquidity through a mutual fund wrapper. Its separate account business provides similar multi-manager exposure to high-yield bonds, floating-rate loans, and private credit interval funds. The emphasis is on income and total return, not absolute-return hedge fund strategies.
What types of clients does Mount Yale serve?
The firm's primary distribution channel is registered investment advisors (RIAs), who use Mount Yale's portfolios to supplement their in-house capabilities in credit and alternative income. Mount Yale also serves family offices, bank trust departments, and smaller institutions that want exposure to institutional-grade alternative credit managers without the operational burden of direct fund selection and monitoring.
What is Mount Yale's relationship with Angel Oak?
Mount Yale has been a long-standing allocator to Angel Oak Capital Advisors, a specialist in mortgage credit and structured products. The relationship dates back multiple years and includes allocations to Angel Oak's non-agency residential mortgage-backed securities and multi-strategy credit funds. Mount Yale has featured Angel Oak strategies prominently in its multi-manager portfolios, reflecting a deep conviction in the manager's niche and process.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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