​Charles J. Ybema

Associate Wealth Advisor at Arcadia Investment Management Corp.

​Charles J. Ybema

​Charles J. Ybema

Associate Wealth Advisor at Arcadia Investment Management Corp.

Overview
RelSci Relationships

11

Relationships
RelSci Relationships are individuals ​Charles J. Ybema likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Chief Investment Officer at DMA Group, Inc.

Relationship likelihood: Strong

Portfolio Manager, Chief Compliance Officer at Norris, Perne & French LLP

Relationship likelihood: Strong

Customer Relations & Office Administration at DMA Group, Inc.

Relationship likelihood: Average

Principal at Arcadia Investment Management Corp.

Relationship likelihood: Average

Principal at Arcadia Investment Management Corp.

Relationship likelihood: Average

Principal at Arcadia Investment Management Corp.

Relationship likelihood: Average

Chief Compliance Officer & Manager-Operations at Arcadia Investment Management Corp.

Relationship likelihood: Average

Professional at Arcadia Investment Management Corp.

Relationship likelihood: Average

Partner & Portfolio Manager at Norris, Perne & French LLP

Relationship likelihood: Weak

Founder at Arcadia Investment Management Corp.

Relationship likelihood: Weak

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​Charles J. Ybema
Associate Wealth Advisor at Arcadia Investment Management Corp.
Career History
Associate Wealth Advisor
Current

Arcadia Investment Management Corp. (AIMC) offers both equity and fixed-income investment strategies.The firm employs a long-term equity investment approach. AIMC conducts direct, fundamental research to identify, purchase and hold companies that will provide real inflation adjusted returns that are consistent with the client's performance benchmark.Portfolios are customized to meet each client's investment objectives and risk tolerance. AIMC uses a bottom-up stock selection process that emphasizes the fundamentals of each company. They seek to identify companies with: (1) business models that produce consistent, sustainable revenue growth (2) strong earnings growth that is driven primarily by revenue growth (3) financial strength and high quality balance sheets (4) leading market shares within an industry (5) substantial ownership by company management and (6) reasonable valuations. AIMC purchases and holds the stocks of companies with attractive p/e multiples relative to the long-term earnings growth rate. Though not limited by sector, the firm tends to invest in the stocks US mid-cap and large-cap companies in the health technology, technology services and retail sectors. Companies are sold when fundamental changes threaten the company's long-term growth potential. AIMC maintains a very low turnover rate.The firm's fixed-income investment approach seeks to provide predictable income and to offset equity market volatility, through investments in high-quality instruments of short-and intermediate-term maturity. AIMC invests in bonds with a rating of 'A' or better. They look for bonds with stable to improving credit quality, attractive interest rate spreads and appropriate durations, AIMC purchases and hold bonds with appropriate quality and duration. Bonds are sold when fundamental changes threaten the company's credit rating.

Security Analyst
Current

DMA Group, Inc. (doing business as Gimbal Capital Management) is a private company headquartered in Grandville, MI. The firm provides investment advice.

Other Affiliations

​Charles J. Ybema is affiliated with Arcadia Investment Management Corp., DMA Group, Inc.

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