Advisors at this firm
Martin B
Series 63
Beachwood, OH
Van Cleef Asset Management Inc
Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 26 years of industry experience. He holds the Series 63 designation and is based in Beachwood, Ohio. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.
Martin B
Series 66
Beachwood, OH
Van Cleef Asset Management Inc
Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.
Lino S
Series 65
Beachwood, OH
Van Cleef Asset Management Inc
Lino Sergo is a financial advisor at Van Cleef Asset Management Inc with 15 years of industry experience. He holds the Series 65 designation and has been with Van Cleef Asset Management since 2000. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach that combines active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee that reviews and votes on recommendations.
William G
Series 65
Beachwood, OH
Van Cleef Asset Management Inc
William Gibbons is a financial advisor with Van Cleef Asset Management Inc and holds a Series 65 designation. He has 18 years of industry experience and has practiced law as an attorney since 1994. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, trusts, and select religious, charitable, and institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee.
Geoffrey H
Series 65
Beachwood, OH
Van Cleef Asset Management Inc
Geoffrey Hauck is a financial advisor at Van Cleef Asset Management Inc with 16 years of industry experience. He has been with Van Cleef since 2008 and holds a Series 65 designation. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, using a team-based research process overseen by an Investment Committee.