A complete list of active advisors currently associated with Richard Veerman
Warmer can help you find a great advisor at Richard Veerman or one who fits your needs even better.
The firm is an independent, sole‑proprietorship registered investment adviser managing roughly $27.8 million in discretionary assets for about ten client accounts. It provides tailored asset management and portfolio management services for individuals as well as for corporations and other business or institutional clients, using individual stocks, bonds, mutual funds, ETFs, options and other public and private securities. The firm operates on a discretionary, individualized basis with ongoing portfolio monitoring and rebalancing and allows clients to impose reasonable investment restrictions. Its investment process employs a range of methods — including fundamental and technical analysis, modern portfolio theory, mutual fund/ETF analysis and ESG considerations — and includes cash management and occasional use of margin where appropriate. Noteworthy features relative to peers include the explicit provision of portfolio management for institutional or business clients in addition to individuals, and a small client roster relative to its AUM that can produce more concentrated, high‑per‑client engagement. The practice also draws on long banking and credit experience and typically recommends custodial relationships (including Schwab) for trade execution and custody.
To learn more about the advisors currently working at Richard Veerman, 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 |
|---|---|---|
Playa Del Rey, CA
| 4
|
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