YHB Investment Advisors

Benson Newell, as President and Portfolio Manager, runs the equity strategies day-to-day. John Y. Kim, the founder and Chairman, remains active in setting the firm's value-investing framework. The team is small enough that all portfolio decisions pass through senior principals with direct client accountability.

The firm practices concentrated, long-only value investing. Equity portfolios hold roughly 25–35 names selected for durable competitive advantages, high returns on capital, and management quality. Fixed income allocations emphasize individual bonds held to maturity rather than bond funds, allowing precise duration and credit management.

The firm's client base historically centers on high-net-worth families and individuals, though it has served small institutional mandates such as endowments and retirement plans. YHB does not market to large pension funds, sovereign wealth funds, or other major institutional allocators.

YHB is a registered investment advisor (RIA) with a fiduciary obligation to clients. It does not sell proprietary products or earn commissions. The firm's principals invest their own money alongside client accounts, creating a direct co-investment alignment uncommon among advisory practices of its size.

No public record indicates related operating companies, philanthropic foundations, or spinout vehicles. The firm appears to operate as a single-entity RIA from its Farmington location with no disclosed adjacent structures.

YHB explicitly avoids speculative allocations to cryptocurrencies and does not engage in short-selling or derivatives strategies. The firm also shows no appetite for private equity, venture capital, or hedge fund commitments, maintaining a traditional public-markets focus.

The portfolio concentrates almost exclusively on US-domiciled companies. While individual holdings such as multinational corporations generate revenue globally, YHB's stock selection universe is domestic public equities and US Treasury, municipal, and corporate bonds.