A complete list of active advisors currently associated with Van Cleef Asset Management Inc
Warmer can help you find a great advisor at Van Cleef Asset Management Inc or one who fits your needs even better.
Van Cleef Asset Management provides discretionary and non-discretionary portfolio management and investment counsel primarily to individual, family and trust clients, and also to a limited number of religious and charitable organizations. The firm operates on a fee-only, percentage-of-assets basis and does not participate in wrap fee programs or charge performance-based fees. The firm’s investment approach emphasizes a total-return, all-cap philosophy that combines actively managed ideas with low-cost passive exposures; equity portfolios are typically concentrated (15–25 holdings) with a 2–3 year time horizon and estimated annual turnover of 15–30%. Research is conducted through a lateral, team-based structure and implemented via an Investment Committee; fixed income strategies favor laddered maturities and holding bonds to maturity when appropriate. Compared with many peer teams, Van Cleef’s scale is notable: the firm reported roughly $1.19 billion in assets under management as of December 31, 2025 across about 225 client relationships and a small advisory team, resulting in an uncommon level of AUM per advisor. The firm also explicitly invites current and prospective clients to observe Investment Committee meetings (with safeguards around voting), reflecting a relatively uncommon openness about its decision-making process.
To learn more about the advisors currently working at Van Cleef Asset Management Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Beachwood, OH
| 18
| |
Beachwood, OH
| 26
| |
Beachwood, OH
| 18
| |
Beachwood, OH
| 16
| |
Beachwood, OH
| 15
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")