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Yousif Capital Management
Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low...
Yousif Capital Management
Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors. Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.
General information
Firm type
RIA
Year founded
2001
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Bloomfield Hills, MI, United States
Principals
Fred Yousif
President
Frequently asked questions
Who runs Yousif Capital Management?
Fred Yousif founded the firm in 2001 and serves as its president. He oversees the investment and advisory operations from the Bloomfield Hills headquarters.
Is Yousif Capital Management a family office?
No. Yousif Capital Management is registered as an SEC investment adviser and serves multiple clients, including high-net-worth individuals and institutions. It does not operate as a single-family office.
What services does Yousif Capital Management offer?
The firm provides portfolio management, financial planning, and investment advisory services. Its approach includes asset allocation across equities, fixed income, and alternatives.
Where is Yousif Capital Management based?
The firm is headquartered in Bloomfield Hills, Michigan, serving clients primarily in the Midwest region.
How large is Yousif Capital Management?
The firm does not publicly disclose its assets under management or employee count. Its scale cannot be independently verified from public sources.
Does Yousif Capital Management invest in private markets?
The firm may include alternative investments in client portfolios, but it does not publicly disclose specific private market positions or direct investment activity.
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