Firm History
Mount Yale Investment Advisors was founded over twenty years ago to build an institutional investment platform for advisors and enterprises seeking to attract and retain the business of high net worth clients.
Our founders bring their experience, relationships, and investment expertise from Wall Street to provide wealth managers the firepower they need to go toe to toe with the world’s largest banking institutions in the ultra-competitive high net worth advisory market.
Our understanding of the nuances and complexities involved in managing significant wealth, combined with our access to institutional strategies, make us the partner of choice for advisors and enterprises seeking to design and implement tailor-made, sophisticated investment solutions for their high net worth clients.
Our experienced team sits on the same side of the table with the advisor, offering hands-on, high-touch service in an industry trending toward do-it-yourself offerings. As the “advisor to the advisor”, we serve as a constant resource, teammate, and partner, giving our advisors the freedom they need to focus on their clients and grow their practice.
Since our founding in 1999, we have grown to advise and manage over $3 billion in assets.