Yousif Capital

Bloomfield Hills, United States Founded: 2021 • Age: 5 yrs
Provides tailored investment strategies for institutional investors and manages diverse portfolios.

About Yousif Capital

Yousif Capital is a Financial Services company based in Bloomfield Hills (United States) founded in 2021. It provides tailored investment strategies for institutional investors and manages diverse portfolios. It operates on a B2B model. Its website yousifcapital.com draws about 681 thousand monthly visits. Yousif Capital offers products and services including Investment Strategies and Portfolio Management. Its focus areas include Finance, Investment Tech, Socially Responsible Investing and ESG Strategies. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Yousif Capital Management is an institutional investment advisor founded in 2021, specializing in cost-effective, customized portfolios for clients like banks, municipalities, and pension plans. They use a blend of quantitative, qualitative, and fundamental analysis to create balanced strategies. Based in Bloomfield Hills, Michigan, USA, the firm serves sub-advisory relationships, captive insurance programs, and socially responsible investors, focusing on risk management and ethical standards to meet client objectives.

  • Headquarters Bloomfield Hills, United States
  • Sectors
    Financial Services
  • Phone
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  • Website yousifcapital.com
  • Social LinkedIn

Products & Services of Yousif Capital

Yousif Capital offers a comprehensive portfolio of products and services, including Investment Strategies and Portfolio Management.

Investment Strategies
Financial Services

Develops tailored portfolios using analysis for institutional clients.

Portfolio Management
Asset Management

Manages investments for municipalities and pension plans with risk focus.

People of Yousif Capital

9 people are tracked at Yousif Capital (5 in leadership, 4 in team).

NameRoleGroup
Ed Goard
Chief Investment OfficerLeadership
Kevin Yousif
PresidentLeadership
Dave Jones
Director Of Global EquitiesLeadership
Jim Kelts
Director Of Fixed IncomeLeadership
Rosanna Bennett
Chief Compliance OfficerLeadership
Kevin Foley
Portfolio ManagerTeam
Eric Lessnau
Senior Portfolio ManagerTeam
Sam Sheeran
Equity AnalystTeam
Pam Iwasko
Portfolio ManagerTeam
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Competitors of Yousif Capital

Yousif Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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  • Operating metrics
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Web traffic of Yousif Capital

The website of Yousif Capital (yousifcapital.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Yousif Capital. Affinity shows how closely the audiences match.

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falconebiz.com
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tofler.in
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zaubacorp.com
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tracxn.com
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indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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  • Audience overlap
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Frequently Asked Questions about Yousif Capital

Yousif Capital was founded in 2021.

Yousif Capital is headquartered in Bloomfield Hills, United States. It is registered at Bloomfield Hills, Michigan, United States.

Yousif Capital Management is an institutional investment advisor founded in 2021, specializing in cost-effective, customized portfolios for clients like banks, municipalities, and pension plans. They use a blend of quantitative, qualitative, and fundamental analysis to create balanced strategies. Based in Bloomfield Hills, Michigan, USA, the firm serves sub-advisory relationships, captive insurance programs, and socially responsible investors, focusing on risk management and ethical standards to meet client objectives.

Yousif Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Yousif Capital offers Investment Strategies and Portfolio Management.

The website of Yousif Capital receives about 681 thousand visits a month.

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