You're signed outSign in or to get full access.
About
Kevin Yousif, CFA, is the President and sole owner of Yousif Capital Management, LLC, an SEC-registered investment adviser based in Bloomfield Hills, Michigan. He founded the firm in 2021, leading a team that manages over $15 billion in assets for a wide-ranging institutional client base including captive insurance companies, municipalities, Taft-Hartley plans, faith-based organizations, ERISA plans, and other investment advisers.
Kevin's expertise centers on rule-based, model-driven portfolio construction across equities, fixed income, and ETFs, with a strong emphasis on custom, risk-managed, separately managed accounts tailored to client objectives and restrictions. Under his leadership, Yousif Capital Management has become recognized for its solutions for captive insurance programs and sub-advisory relationships, frequently working with complex mandates in insurance and religious sectors.
Previously, Kevin served as Chief Investment Officer, Passive at LSIA Institutional, and as Director of Domestic Investments at World Asset Management. He holds an MBA from the University of Detroit Mercy, a BS in Finance from Wayne State University, and is a Chartered Financial Analyst (CFA). He is noted for his contributions in scaling investment operations through both acquisitions and organic growth and for his active engagement with industry trends in risk-focused institutional investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Yousif Capital Management | President | Apr 2021 to Present | — |
| LSIA Institutional | Chief Investment Officer, Passive | Jan 2011 to Present | — |
| World Asset Management | Director of Domestic Investments | Jan 2000 to Jan 2011 | — |
| Comerica Bank | Assistant Vice President | Jan 1997 to Jan 2000 | — |
Education
University of Detroit Mercy
Master of Business Administration - MBA
Wayne State University
Bachelor of Science - BS, Finance
Others at Yousif Capital Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Bloomfield Hills, MI , United States | |
| Senior Portfolio Manager | Bloomfield Hills, MI , United States | |
| Portfolio Manager | Bloomfield Hills, MI , United States | |
| Portfolio Manager | Royal Oak, MI , United States | |
| Portfolio Manager | Bloomfield Hills, MI , United States | |
| Portfolio Manager | Birmingham, MI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Cole Chewins | Research Analyst | Clarkston Capital Partners, LLC | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Clarkston Capital Partners, LLC | Detroit, MI , United States |
| Chief Investment Officer | Schwartz Investment Counsel Inc. | Detroit, MI , United States | |
| Portfolio Manager and Research Analyst | Schwartz Investment Counsel Inc. | Plymouth, MI , United States |