YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT

Overview

Yackee Potempa & Smalley Asset Management is a small, fee-based advisory firm that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm runs a concentrated, equity-oriented strategy and favors discretionary management: 98% of reported assets are managed on a discretionary basis. The client base is narrowly focused — primarily individual and family clients — and the firm appears structured to service a handful of relationships with personalized portfolios rather than large-scale institutional mandates. The firm is affiliated with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices