A complete list of active advisors currently associated with Yuenling Asset Management

Warmer can help you find a great advisor at Yuenling Asset Management or one who fits your needs even better.

Yuengling Asset Management provides discretionary investment advisory and portfolio management to individuals, trusts, estates, charitable organizations and corporations. The firm accepts both retirement and non‑retirement accounts and typically requires a minimum portfolio for investment management. The adviser uses a macro, long‑term (secular) framework that blends fundamental and technical analysis and typically holds investments for at least three years, employing two principal strategies: a low‑risk, income‑oriented fixed‑income approach and a higher‑risk, diversified growth approach. It manages accounts on a discretionary basis and, unusually for a small independent adviser, may employ derivatives (including options) in separately managed accounts as part of its strategies. The firm is a solo practitioner practice with a long operating history and a CFA charterholder as its sole adviser, conducts monthly reviews and provides detailed quarterly performance and asset‑class reports. It is not actively soliciting new clients, maintains custody with a primary institutional custodian and has written proxy‑voting procedures that generally support management but may result in exiting holdings if governance concerns arise.

To learn more about the advisors currently working at Yuenling Asset Management, 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.