YFI   Youngblood Financial, Inc.
                  Institutional Services


We use a disciplined investment process to monitor and adapt to changing investment opportunities in this rapidly changing world. 


The five major steps of the process are:

Invest Process
  • Strategic Allocation - which reviews macro-economic and capital market forecasts and identifies strategic allocations for growth and income
  • Fundamental Analysis - reviews fundamental of markets, sectors and industries and identifies opportuities and catalysts for change
  • Fund/ETF Research - screens risk-adjusted returns and confirms fund management continuity and ETF liquiditiy
  • Portfolio Construction - maps investment policy into specific funds and ETFs
  • Monitor & Rebalance - which monitors performance and closes the loop with feedback to step one


                                  Home About Us Contact Us Publications Disclosures Client Login