A complete list of active advisors currently associated with A Yeo Capital Management LLC

Warmer can help you find a great advisor at A Yeo Capital Management LLC or one who fits your needs even better.

A Yeo Capital Management LLC is a newly registered, small investment manager that offers discretionary asset management for custodial accounts and advisory services to employer-sponsored retirement plans, corporations, charities, and high-net-worth individuals. The firm also provides standalone financial planning and consulting services and states that asset-based advisory fees are its primary compensation method for managed accounts. The firm combines fundamental security analysis and modern portfolio theory in constructing portfolios across equities, fixed income, mutual funds, ETFs, REITs, options, and certain alternative strategies, and it manages accounts consistent with client risk profiles and written investment guidelines. For retirement-plan clients AYCM offers ERISA-focused consulting — including investment policy statement development, performance monitoring, and QDIA guidance — and provides periodic written reports and discretionary participant advice where engaged. Notable for a firm of its size, AYCM explicitly offers pension consulting and plan-support services such as RFP assistance and help selecting recordkeepers or administrative providers, and it conducts educational meetings and training for plan committees and participants. The brochure also discloses that the firm charges hourly fees for financial planning engagements in addition to asset-based fees, has no assets under management as of its registration, and does not recommend or select third-party investment advisers for clients.

To learn more about the advisors currently working at A Yeo Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.