Paul's Situation
Paul came to Y H & C Investments as the brother of a close family friend, Patricia. He is a retired doctor who was looking for an advisor to handle his investment situation. His objective was to earn 8-10% returns without taking undue risk. The capital being deployed is important to him as it will be passed on to future generations. Y H & C Investments created a portfolio which was structured with large companies in mature industries. All earn dividends and have a long history of paying them. After a few years, Paul was able to take the capital gains and buy a house for his daughter. He then returned the capital back and Y H & C continues to manage these assets in a prudent way. Pau remains a trusted friend and client.