Financial Services - Cincinnati, Ohio, United States
YZ Investment Services, LLC is a portfolio management firm. We actively manage our client's account using our proprietary trading system to generate consistent monthly income. Our firm is unique in that we value full transparency: our clients have complete visibility to their accounts 24/7. Our system runs on 4 modes: super conservative, conservative, moderate and aggressive. Each mode is associated with the predetermined risk control rules and corresponding target return. We manage client's accounts in different modes based on the client's investment objectives and risk tolerance.Our clients include: - High net worth individuals, Family trusts- Small business, Investment club, Hedge fund- Retirees, Company retirement plans- Other investment advisors