YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. is an independent, 100% employee-owned investment management firm headquartered in West Hartford, Connecticut. Founded in December 1989, the firm provides personalized investment management and advisory services primarily to individuals (including high-net-worth individuals) as well as pension and profit-sharing plans, charitable organizations, and corporations. YHB manages portfolios across a range of asset classes and serves over 2,700 client accounts, with an employee count of about 27-28 as of 2025.
Investment Strategy
YHB Investment Advisors employs a discretionary investment management approach designed to meet the unique objectives of each client. The firm focuses on a long-term, diversified portfolio comprised primarily of large-cap equities, ETFs, and fixed income, with a bias towards fundamental analysis and risk management. Their philosophy centers on capital preservation, prudent asset allocation, and consistent, tax-aware investment strategies tailored to personal and institutional client needs.
Top Holdings
Equity Positions (298)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.36% | $86.9M | 341,453 | $23.96 | $254.63 | +$16.5M |
M MSFT | MICROSOFT CORP | 5.66% | $77.4M | 149,357 | $67.71 | $517.95 | +$2.6M |
A AMZN | AMAZON COM INC | 3.49% | $47.8M | 217,536 | $81.56 | $219.57 | +$324.4K |
N NVDA | NVIDIA CORPORATION | 3.03% | $41.4M | 221,765 | $28.63 | $186.58 | +$5.9M |
C COST | COSTCO WHSL CORP NEW | 2.85% | $38.9M | 42,065 | $134.48 | $925.63 | -$3.0M |