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 Portfolio Management Team at Yousif Capital Management is responsible for developing, implementing, and monitoring investment strategies tailored to the unique needs of institutional clients. This team leverages their extensive industry experience to optimize fund performance, ensure diversification, and align investments with client goals. By adhering to a rules-based approach and the highest ethical standards, they aim to achieve superior returns while maintaining robust client relationships.

Portfolio Management Team

About

Team members

Other teams at Yousif Capital Management

Leadership Team