Yosemite Capital Management

At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients. We offer the personal attention of a boutique firm combined with the resources and financial stability of a world-class financial services firm. Our mission is to provide excellent comprehensive family and personal wealth management services that exceed our client’s expectations. Our business is people and promoting their financial independence. We believe that putting the financial wellbeing of our clients first ultimately serves the best interests of our associates and our communities. We are committed to applying our energies, intellect, and professional knowledge to achieving unsurpassed client satisfaction. By utilizing an institutionally developed investment plan, defined through value-added investment management, we strive to provide the highest level of service thereby enhancing the quality of our client’s lives.