A complete list of active advisors currently associated with Vermeulen Capital Management

Warmer can help you find a great advisor at Vermeulen Capital Management or one who fits your needs even better.

VerMeulen Capital Management serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and charitable organizations. The fee-only firm manages about $24.3 million for 28 clients and offers continuous discretionary investment supervision as well as more limited, non-discretionary investment consultation arrangements. The firm conducts an initial interview to identify objectives and then implements portfolios using a combination of fundamental and technical analysis, valuation methods, and third‑party research. Investment strategies include long- and short-term positions and may use mutual funds, ETFs, individual stocks and bonds, margin, short sales, and options, with accounts reviewed frequently and discretionary authority exercised for managed accounts. Noteworthy for a solo independent adviser, the firm integrates relatively active trading tools (short sales, margin and options) alongside ERISA plan consulting and participant education, and it also makes standalone hourly or project-based consultation available. The firm recommends an institutional custodian (Schwab Advisor Services) and uses the institutional trading and operational services that come with its asset level.

To learn more about the advisors currently working at Vermeulen Capital Management, 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.