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Edward Douglas Goard

Yousif Capital Management, LLC

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About Edward Douglas Goard

Edward Goard is a financial advisor who is currently registered with Yousif Capital Management, LLC. Edward Goard has been in the financial services industry since March of 2006. Edward Goard is a Chartered Financial Analyst. Edward Goard is licensed to provide investment advisory services to individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Edward Goard's firm, Yousif Capital Management, LLC is located in Bloomfield Hills, MI. Yousif Capital Management, LLC manages assets for clients in several different categories, including high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Yousif Capital Management, LLC provides portfolio management services for individuals and businesses. Yousif Capital Management, LLC's advisory services include portfolio management for individuals and businesses, but do not include financial planning services.

Firm Information

Edward Goard is currently registered with Yousif Capital Management, LLC. Yousif Capital Management, LLC is an investment advisor headquartered in Bloomfield Hills, MI. The firm manages over $15 billion in assets for clients including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm offers portfolio management services for both individuals and businesses. They also participate in wrap fee programs.
Yousif Capital Management, LLC

39533 WOODWARD AVE

BLOOMFIELD HILLS, MI 48304

$15.03B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Goard’s Registration & Firm History

MI

07/29/2024 - Present

Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)

IL

03/03/2006 - 09/21/2006

MESIROW FINANCIAL, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Douglas Goard.
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