Richard Veerman

Overview

Richard Veerman operates a small, single-advisor wealth management practice organized as a sole proprietorship that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm runs a discretionary, percentage-of-AUM advisory model and emphasizes equity-centered portfolios with an active ESG orientation. Investment activity is concentrated in separately managed accounts where the adviser takes primary responsibility for security selection and portfolio construction, using exchange-traded equities as the core holding type and supplementing equity exposure with fixed income, mutual funds and selective alternative fund allocations. The practice positions itself to serve a relatively small number of higher-net-worth households: asset levels and account counts indicate personalized, hands-on management rather than a high-volume advisory model. As a sole-owner advisor, Richard Veerman is the capital allocator and primary contact for investment decisions and client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices