York Management & Research, Inc. Employee Directory

Investment ManagementFlorida, United States2-10 Employees

York Management & Research, Inc. is an independent investment management firm headquartered in Jupiter, Florida. Founded in 1978, the company provides investment advisory services and portfolio management to selected institutions and individuals, leveraging sophisticated modeling techniques to pursue risk-adjusted performance for a moderately sized asset base. The firm operates independently, owned by the Nicholson family, and is not affiliated with traditional brokerage, underwriting, mutual fund, banking, or insurance firms. Its focus is on delivering a structured, modern portfolio approach to clients within the investment management industry, positioning itself to serve clients seeking systematic risk management and tailored asset allocation.

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