Since 1984
Providing Prudent Solutions to Prudent Institutions Since 1984
Yon-Drake & Associates is an independent, fee-only investment consulting firm with over 42 years of experience advising foundations, endowments, pension funds, defined contribution funds, self-insurance funds, and other institutional investors.
Independent, fee-only, research driven, accredited fiduciaries, founded in 1984.
Prologue
The Firm
An independent, fee-only, SEC-registered investment consulting firm headquartered in Columbia, SC — devoted 100% to institutional advisory with no product sales and no outside compensation.
Resources
We assemble the talent, data, and research resources necessary — including investment program reviews, manager searches, performance measurement, fiduciary education, and ongoing due diligence.
Philosophy
Our philosophy is a solemn commitment to each institution: all-inclusive retainer, strict confidentiality, and fiduciary stewardship as the bedrock of every investment decision.
Solutions
All clients have unique circumstances. We approach each engagement without preconceived ideas — providing customized knowledge, information, and technology to meet fiduciary needs regardless of complexity.