Vermeulen Capital Management

Overview

Vermeulen Capital Management is a small, client-focused advisory firm that concentrates on discretionary portfolio management for individuals and small businesses. The firm’s asset allocation tilts heavily toward publicly available pooled vehicles—primarily mutual funds—rather than individualized stock-picking or broad use of third-party alternative fund managers. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also use hourly or fixed fees for advisory engagements. Vermeulen is not characterized as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. The practice appears geared toward straightforward wealth-management relationships rather than institutional mandates. Given the concentrated use of mutual funds and annuities (see Investments & Alternatives), the firm’s model is oriented around scalable, product-based implementation combined with discretionary oversight of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices