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Client Profiles
Yanni Partners' concentration has been offering integrity
driven, comprehensive investment consulting services for institutions
of higher learning, endowments/foundations, healthcare institutions,
insurance companies, corporations, non-profit organizations,
jointly trusteed plans, family trusts, and retirement plan
participants.
The Firm serves
more than 106 clients. Our work is based on the needs of our
clients. Currently, we work on a retainer basis for approximately
$16.5 billion in client assets and on a project only basis
for approximately $19 billion in assets. Our role is to assist
Boards, Investment/Finance Committees, and individuals in
the complex responsibilities they face. The work that we do
for our clients can be performed on either a project or a
retainer basis.
As an independent investment consulting firm, it is our mission
to help each client achieve its strategic mission. We help
a client to achieve its mission by developing methods to enhance
performance and control risks in the management of financial
resources.
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