Yousif Capital Management, LLC

Yousif Capital Management, LLC (YCM) is a Michigan-based investment advisory firm founded in January 2021 by Kevin K. Yousif, CFA. YCM specializes in rule-based and model-driven investment strategies, focusing on equities, fixed income securities, and ETF products tailored to meet clients' investment objectives and risk tolerance. The firm offers discretionary advisory services to various clients, including corporations, municipalities, faith-based organizations, and individuals through separately managed accounts. YCM also acts as a sub-advisor to other investment advisors, providing investment management services through sub-advisory agreements. YCM charges an annual management fee ranging from 0.08% to 0.35%, with a minimum annual fee of $10,000, which is negotiable based on specific investment mandates and account complexities. The firm manages regulatory assets under management of $13,980,856,258 as of December 31, 2024, on a discretionary basis. YCM does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm does not have any disciplinary events to disclose and maintains a Code of Ethics to ensure compliance with regulatory requirements and ethical standards. YCM provides detailed information on its investment strategies, risk factors, brokerage practices, custody of client funds, proxy voting procedures, and financial stability. Clients receive regular account reviews and statements from custodians, ensuring transparency and accountability in the firm's operations. YCM's financial information indicates a sound financial condition without any impairments affecting its ability to fulfill client commitments.