Though it operates out of Idaho, Utah, New York, Washington, and Wyoming, Yellowstone Partners provides wealth management services to residents in nearly all 50 states. The firm’s wealth management approach is founded on the beliefs that hard work should be rewarded and a clear mind makes the best decisions. Yellowstone Partners establishes mutual trust and appreciation in its client relationships, and dedicates itself to placing their needs before the firm’s. Yellowstone Partners maintains fiduciary responsibility in its interactions, never pushing its own products for self-benefit. With an honest and fair fee arrangement, the Partners also provide clients with access to its knowledgeable in-house investment team.

Portfolio Manager of Yellowstone Partners, Robert Natale, joined the firm in April 2010. A chartered financial analyst, Natale holds three degrees from prominent New York City universities, along with vast experience in the financial industry, including 19 years with Standard & Poor’s Financial Services LLC. Yellowstone Partners Principal and Managing Director Rick Baird focuses on fixed-income and value-equity strategies for the firm. Additionally, he is a member of the Chartered Financial Analysts (CFA) Institute and has 25 years of experience in the management of municipal bonds and equities for clients with high net worth. The Director of Trading, Brad Christensen, also offers an impressive resume. Prior to joining Yellowstone Partners, Christensen was the Executive Assistant to the former Governor of Idaho. President and CEO Dave Hansen draws upon his years of financial experience coupled with an MBA in Finance from Utah State University.

Yellowstone Partners uses fixed income, core equity, value, small-cap growth, and large-cap growth strategies in helping develop its clients’ investment portfolios. The firm offers a number of resources, including an archive of market perspectives featuring insights on the housing market, the political economy, and bonds. Learn more about the company by calling the toll-free line, 800-252-3693, or visiting its website at YellowstonePartners.com.