Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 80 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors.

Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.

Investment Management

Yousif Capital Management

Kevin Yousif

Rosanna Bennett

Ed Goard

The Leadership Team at Yousif Capital Management is responsible for setting the strategic direction of the company, ensuring regulatory compliance, and overseeing the overall investment strategy. The Chief Investment Officer focuses on optimizing portfolio performance and developing investment strategies, the President manages business operations and client relationships, and the Chief Compliance Officer ensures adherence to ethical standards and regulatory requirements. Together, they guide the firm in achieving its mission of providing customized, low-cost investment solutions with excellent client service.

Leadership Team

About

Team members

Other teams at Yousif Capital Management

Portfolio Management Team