Siegel Asset Management Partners

Siegel Asset Management Partners is a registered investment advisor based in Plainview, New York, founded and operated by Yves C. Siegel. The firm provides continuous discretionary investment management tailored to each client's specific goals, time horizon, risk tolerance, and tax considerations. Siegel Asset Management Partners builds personalized portfolios using exchange-listed and over-the-counter securities, corporate and municipal bonds, mutual funds, exchange-traded funds, United States government securities, and options contracts. The firm also utilizes a specialized infrastructure income strategy focused on midstream energy companies, utilities, and renewable energy. Investment management fees are charged as an annual percentage of assets under management, and the firm also offers sub-advisory services in partnership with ELCO Management Co. Siegel Asset Management Partners does not vote proxies on behalf of clients and requires a minimum account size of $200,000, which is negotiable.