New in the US, but with a long history providing services in both asset management as well as financial planning, we are keen to explore:

  • partnering with other RIA´s
  • bringing CFP® financial planners directly on board as part of the company

We are open minded, so rather than to pre-define characteristics, we invite anyone who is interested to hear more, to reach out to Frank van Lerven, the company´s CEO, at who will schedule a Zoom or Teams meeting promptly.