Focused on dividend and interest-paying securities, Richard C. Young & Co. has been working with largely conservative investors since 1989. As a fee-only advisor, the firm is distinguished in its creation of in-house investment programs that are concentrated on individual government and corporate bonds, closed-end funds and dividend-paying stocks. Their typical client portfolio includes both international and domestic stocks and bonds, funds, commodities and even currencies.
Total AUM: $1.00B+
Years in Business: 29
Accounts Under Management: 1,489
Richard Young, Chairman
Matthew Young, President & Chief Executive Officer
5150 Tamiami Trail North, Suite 400, Naples, FL 34103