A complete list of active advisors currently associated with American European Asset Management LLC

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

American European Asset Management, LLC provides discretionary asset management to private individuals and small institutional clients, including tax‑exempt foundations and other not‑for‑profit organizations. Portfolios are typically invested in domestic and international equities and fixed‑income securities, with occasional use of index funds and ETFs to achieve cost efficiency or specific portfolio objectives. The firm’s investment process is grounded in fundamental company analysis, emphasizing high operating margins, strong free cash flow, shareholder‑friendly governance, and high‑quality balance sheets while generally avoiding IPOs and speculative, low‑margin industries. Portfolios are constructed with relatively concentrated equity lineups (typically 30–40 names) or balanced allocations with Treasuries, position and industry limits (no single holding above roughly 5% and industry exposure capped near 30–35%), low turnover (generally under 25%), and explicit multi‑year return targets that guide disposition decisions. Compared with many peers, the firm’s client mix notably includes charitable and foundation clients and the principal serves on external nonprofit investment committees, reflecting experience with tax‑exempt fiduciary oversight. Firm personnel commonly hold the same securities as client accounts under a written Code of Ethics and the firm actively exercises proxy voting—generally opposing measures it views as entrenching management (for example, staggered boards or “poison pill” proposals).

To learn more about the advisors currently working at American European Asset 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.