Yellowstone Capital INC 1312 17th Street 692 Denver, CO 80202
Yellowstone Capital delivers two institutional-grade core services exclusively to qualified high-net-worth individuals and family offices: in-depth online financial education and fully bespoke investment strategy consulting.
In-depth online financial education constitutes our current flagship offering, covering global macro frameworks, risk-budgeting systems, fundamental asset-class drivers, and decision-making processes commonly employed by family offices. All programs are delivered on a one-to-one or small-group confidential basis, enabling clients to develop independent, systematic investment judgment in a strictly private environment.
Bespoke investment strategy consulting is constructed from each client’s complete balance sheet, liquidity requirements, tax residency, family governance structure, and succession objectives, producing cross-asset-class, cross-jurisdiction, explainable, hedgeable, and liquidatable allocation frameworks. Risk-budgeting first remains the non-negotiable foundation: discussion of return potential commences only after the client has explicitly and deeply acknowledged the maximum acceptable loss.
All services are currently delivered online via encrypted channels, with on-demand or scheduled in-person meetings available upon request.
Every client engagement at Yellowstone Capital is governed by four non-negotiable methodological pillars that permeate every stage of cooperation.
First: risk budget defines the upper bound of return. Clients must explicitly define and document the maximum loss they can tolerate under the most adverse scenario; this figure becomes the absolute ceiling for subsequent position sizing, asset-class exposure, and hedging intensity.
Second: every position must be explainable, hedgeable, and liquidatable. We reject any allocation that a client cannot fully comprehend within thirty minutes. No strategy with liquidity worse than T+5 or excessive hedging cost is permissible. Every position must pass stress testing and remain exit-able at acceptable cost under extreme scenarios.
Third: absolute return takes precedence over relative performance. We do not participate in benchmark races of any kind, nor do we measure success by outperforming indices. Our sole objective is positive return across market cycles with capital preservation as the foundation.
Fourth: depth of client comprehension supersedes product sophistication. Before any strategy is implemented, the client must be able to articulate its logic and risks in their own words to family members or trustees.
These principles represent not only our commitment to clients, but our self-imposed discipline in upholding a century-old reputation.