Private Client Group

A personalized approach to private markets

Let us partner with you to design and manage a private market portfolio that complements your overall wealth plan.

Investing built around you

Explore how we can work together through our Private Client Group.

Tailored recommendations

We partner with you to identify investments that may be appropriate for your risk, return, and liquidity goals.

Customized education sessions

Together with our investment leaders, we can host 1:1 education sessions to get your questions answered.

Dedicated relationship

Your associate gets to know you, your family, and your finances to better support your needs.

Select Private Client Group services require a signed advisory agreement to participate.

LOYALTY PROGRAM

Recognizing and rewarding our top investors

As a Diamond, Platinum, or Gold member, enjoy a wide range of benefits including invitations to special events, early access to investments, priority support, and more.

Private client perks

Join us for special events and experiences

Join fellow Private Clients, Yieldvilla investment team members, and our associates of for dinners and special events held across the country.

events help by Yieldvilla to private clients