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HY Investment Management
HY Financial is an independent investment management firm providing actively managed separately managed accounts (SMAs) and structured oversight for client-directed portfolios across traditional asset classes, with optional exposure to digital assets where appropriate.
HY Financial x N0S.Tech: A New Era of AI-Driven Investing
We’re excited to announce that HY Financial has partnered with N0S.Tech to bring the power of cutting-edge AI and machine learning to our investment strategies.
This collaboration allows us to enhance portfolio performance through intelligent data analysis, real-time market monitoring, and AI-assisted decision-making—while staying true to our long-term value investing principles.
Together, we’re combining trusted financial expertise with advanced technology to help you invest smarter, faster, and with greater confidence.
Get to Know Us
Yuan He, MBA, MSEE, MSF
Registered Investment Advisor
Founded in 2011, HY Financial has grown by building enduring, trust-based relationships with every client. As a founder-led firm, we provide personalized attention grounded in integrity, discipline, and long-term partnership.
We specialize in investment management and wealth stewardship, applying a structured and risk-aware approach to portfolio construction across traditional and digital assets where appropriate.
Our investment philosophy centers on disciplined decision-making, thoughtful risk management, and long-term compounding. We focus on understanding business fundamentals, valuation, competitive positioning, and margin of safety—seeking to invest within our circle of competence and avoid unnecessary risk.
At HY Financial, we recognize that your capital represents years of effort and ambition. We manage it with care, discipline, and a deep sense of responsibility—aligning our process with your long-term objectives.
