Yousif Capital Management — Contact Email, Phone & Team

Overview

Yousif Capital Management is an institutional investment advisor dedicated to serving the unique needs of institutional investors. The firm specializes in developing cost-effective, tailored portfolios that align with each client’s specific objectives and goals. By integrating rules-based, quantitative, qualitative, and fundamental analysis, Yousif Capital Management crafts well-balanced, research-driven investment strategies that harness the strengths of each approach while minimizing potential drawbacks. The team, with over 150 years of combined investment experience, works collaboratively to deliver the best possible outcomes for clients. The firm offers services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities, Taft-Hartley Plans, and Socially Responsible Investors. Yousif Capital Management has been recognized for its risk-focused approach, earning the PSN Top Guns 6 Star award in multiple categories, as well as the Manager of the Decade award for its Short Term Fixed (1-3 A or better) strategy. The Manager of the Decade award is based on the 10-year period ending December 31, 2024. The PSN Top Guns award list, published by Zephyr, highlights top-performing separately managed account strategies, distilled through rigorous performance-based selection criteria. Founded in 2021, Yousif Capital Management has experienced significant growth, managing over $13.9 billion in assets as of June 30, 2025. The firm offers over 50 distinct global equity and global bond strategies, primarily to institutions with an emphasis on traditional rules-based passive strategies or as actively managed bond portfolios. The team is led by President Kevin Yousif, CFA, who started the firm in April 2021. Kevin’s management team includes Chief Compliance Officer Rose Bennett, Chief Investment Officer Ed Goard, CFA, Chief Operating Officer Geoffrey Rossi, and Chief Growth Officer Richard Protasewich. The firm’s Portfolio Management teams are categorized by their focus on equities or fixed income, led by David Jones and Jim Kelts, CFA, respectively.

Investment Focus

Institutional investors
Focus on fixed income and equity strategies
Interest in socially responsible investing

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Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

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Frequently asked questions about Yousif Capital Management

What sectors does Yousif Capital Management invest in?

Yousif Capital Management invests in Financial Services, Insurance, Socially Responsible Investing, Banks, Municipalities and Faith-Based Organizations, and is based in Michigan, United States. Yousif Capital Management is listed as a institutional investor in the ConnectSafely investor database.