Isaac's experience in the industry extends over 25 years, all as an investment advisor. His father, Saul Yehuda, previously enjoyed a successful 30 year career in the business, where he became known for his conservative and client centric approach. Isaac has incorporated those values and many more into his business practice. His success and dedication to his clients and craft is complemented by a tremendous work ethic over the years, solid judgment in turbulent markets and attention to detail. He demonstrates the absolute respect for his clients hard earned assets, and is focused on providing unparalleled investment advice and service. Over the years, Isaac's team has incorporated discretionary portfolio management as well as Insurance, Financial and Estate Planning through his partners at Dominion Securities.
