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Judith Peterson Havard

YHB Investment Advisors Inc.

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About Judith Peterson Havard

Judith Havard is a financial advisor with YHB Investment Advisors Inc. She is registered with the state of Connecticut. Judith Havard is a Chartered Financial Analyst. She has been with the firm since June 2009 and is based in West Hartford, Connecticut.

Firm Information

Judith Havard is currently registered with YHB Investment Advisors Inc.. YHB Investment Advisors Inc. is a registered investment advisor based in West Hartford, CT. They offer a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. With a focus on high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, YHB Investment Advisors Inc. has over $1.74 billion in regulatory assets under management.
YHB Investment Advisors Inc.

29 SOUTH MAIN STREET

WEST HARTFORD, CT 06107-2417

$1.75B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participant account management

Participant account management

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Judith Havard’s Registration & Firm History

CT

06/02/2009 - Present

YHB Investment Advisors Inc. (New Canaan CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Peterson Havard.
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