Investing In you

The mission of IIYGroup (IIYG) is simple: Investing in you to achieve your financial success. We strive to provide customized investment management services tailored to each individual and to maintain each client’s goals as our highest priority. Our investment approach uses quantitative, fundamental, and technical analysis to assess investment opportunities in financial assets.

High ethical standards are of the utmost importance to IIYG. The founder of IIYG, Stephen Lee, is a CFA charterholder. Members of the CFA Institute are required to place their clients' interests ahead of their own, maintain independence and objectivity, act with integrity, and improve their professional competence.

IIYG partners with Charles Schwab & Co., the largest institutional custodian in the world, to safekeep client assets.

Investment advisory services offered through IIYGroup LLC, a Registered Investment Adviser.