Dutch Asset Corporation

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation in Selkirk, NY. He is part of a seven-advisor team at the firm. Dutch Asset Corporation serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, financial planning, and referrals to third-party money managers, using a combination of fundamental and technical analysis alongside modern portfolio theory.

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Eric Jhonsa is a financial advisor at Dutch Asset Corporation in Phoenix, AZ, holding a Series 65 designation with over eight years of industry experience. His background includes roles at TheStreet and Seeking Alpha before operating as a self-employed advisor. Dutch Asset Corporation offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, modern portfolio theory, and the use of derivatives and margin, while providing both discretionary and non-discretionary management.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Phillip Lyman is a financial advisor at Dutch Asset Corporation with Series 63 and Series 65 licenses and over 30 years of experience in the industry. He has worked at Recapture Investment Group since 2018 and has operated his own CPA practice since 1991. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering both discretionary and non-discretionary management with strategies that include derivatives and leverage.

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation and has previously worked at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, Inc., and Linsco/Private Ledger Corp. Barkman is also licensed as an insurance agent. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary management that may include options, margin, and allocations to third-party managers.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

Thomas Geraghty Jr. is a CFP® with 20 years of industry experience, currently serving at Dutch Asset Corporation in Cary, NC. He has worked at Stonegate Wealth Management, LLC since 2005. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis alongside modern portfolio theory, offering a range of investment strategies including the use of options, margin, and third-party separately managed accounts.