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Yale Bock

Advisor Details

Financial Advisor in Las Vegas, Nevada with 20 Year(s) of Experience

Professional Designations

Chartered Financial Analyst (CFA)

Personal Bio

Yale Bock is the owner and operator of Y H & C Investments, a registered investment advisor (Nevada and California licensed) located in Las Vegas, Nevada. Yale directs all operations, from investment research and portfolio management and asset allocation to trading decisions, trade execution, risk management, and client communication.

Yale earned a bachelor’s degree in economics and an MBA from UC Irvine and holds the Chartered Financial Analyst designation. He is married to Jhanine Ilana Aronson and together they have a precious daughter, Diamond Emerald Bock. Outside of work, he enjoys sports (baseball, football, basketball), politics, and reading. To learn more about Yale, connect with him on LinkedIn.

Personal Introductory Video

Firm Name

Y H & C Investments

Firm Bio

Y H & C Investments was started in 2004.  After investing 20 years as a self directed investor, friends and family urged Yale Bock to start a firm.  It started with college friends and family and has grown to include clients from California, Nevada, Arizona, and North Carolina.  Y H & C Investments is licensed as a Regisgered Investment Advisor in Nevada and California.

Advisor Type

RIA - Y H & C Investments

Firm SEC Form ADV

Total Assets Under Management

$25000000

Previous Work Experience

Y H & C Investments

Duration: 2004 - 2024

Firm SEC/CRD #

129823

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Education

UC Irvine
B.A. Economics
Duration: 1987 - 1989
UC Irvine
Master's Business Administration
Duration: 1989 - 1991

Advisor SEC/CRD #

3112132

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM)

Specialties

Preferred Client Type

Membership Associations

CFA Institute

Personal Blog

Activities/Hobbies

Baseball, Basketball, Football, Healthy Lifestyle, Investing, Reading, Weight Lifting

Language Spoken

English

Publications Featured In

Fox Business

Kiplinger’s

Seeking Alpha

TheStreet

US News and World Report

Disclaimer

(Y H & C Investments may have positions in companies mentioned in this web site. It is the responsibility of each investor to research the investments mentioned so they can decide on the appropriateness and suitability of the investments consistent with their risk tolerance, risk constraints, and return objectives. Past performance is not an indication of future results, and you may lose your principal by investing in stocks.

Investment Philosophy

Y H & C Investments aims to maximize investors’ assets—and do so as tax efficiently as possible. We have a passion for investing and enjoys the challenge of the markets, and a proven track record of reliability and good judgment. We thrive on partnering to help people reach their life goals through investing: saving for kids’ and grandkids’ college, personal retirement, and company retirement plans (just to name a few).  Clients experience comfort and confidence that they have someone in their corner they can depend on to help them succeed in a responsible and tax-efficient way.

Fun Questions About You

What are your three best travel destinations?

San Diego, New York, Toronto

What book is on your nightstand, and what is the subject matter?

Wall Street Meat

What type of music do you listen to most often?

Jazz

Tell us something about you that most people don't know?

Grew up in Las Vegas

What was the best news you ever received?

Healthy

What are the three best movies that you could watch over and over again?

Pretty Woman, Wall Street, Shawshank Redemption

What items do you like to collect?

Stocks

What is your favorite memento, and why?

CFA Charter

What is your fondest childhood memory?

Running around fremont street

Contact:

213 Popolo Drive
Las Vegas, Nevada 89138

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