What Overseeing $11 Billion Taught Him About Investing

What does overseeing $11 billion in retirement assets teach you about building and protecting wealth?

David T. Yu is a financial advisor and airline pilot who served on a five-member pension committee overseeing approximately $11 billion in retirement assets. Today, he helps high-income earners navigate wealth management, alternative investments, and tax planning.

David joins Ellis Hammond to explain why he believes investors need more than traditional stocks and bonds, how alternative investments like private credit and real estate can help diversify a portfolio, and what high earners often overlook when it comes to taxes.

Plus, he shares how his firm helped a client defer a $6 million tax bill for up to 21 years.

If you're earning great money and looking to build, diversify, and protect your wealth, this conversation is for you.

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