Mount Yale Capital Group

Financial ServicesMinnesota, United States11-50 Employees

Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm.  We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. 

Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, and Long-Short Credit.

Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions.

Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. 

As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

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