A lifelong guide
to wellbeing

Director and the firm´s investment adviser representative Frank is a Dutch psychologist who from early on in his career felt a strong affinity to the US, first through friends and then through business, both colleagues and clients. To provide his US clients with the quality of service they required, he studied at the College of Financial Planning in Denver (CO) where he completed the CFP Professional Education Program in 2004 and became a CFP® professional in 2005.

In his client’s approach, he has a keen interest in offering support in the financial aspects of his client’s life as well as offering contributions to their inner well-being. He has written a series of articles on: “Investors and their choices”, “Income and further factors contributing to Happiness” and “Retirement and Longevity”.

For more background about Frank, please go to the SEC´s Investment Adviser Public disclosure website.

Bill has worked in the Financial Services Industry for 30 years. He has been a financial planner who advised entrepreneurs, Executives and business owners on their investment, insurance and succession needs. He spent the last 22 years in Asia holding C-suite level positions building and implementing client centric value propositions.

Bill`s current role is marketing and offering organizational support. He is not an IAR and does not provide investment advice to clients and is not registered to do so.

Ingrid takes care of our company operational and administration tasks. She has more than 25 years of experience in financial services, public administration and contract management. This makes her well equipped to ensure that our client account administration runs smoothly. Ingrid holds a Master in Public Administration and several financial services certificates.

Ingrid does not provide investment advice to clients and is not registered to do so.

Rinus takes care of all the company´s operational tasks. He has more than 25 years of experience in the financial services industry. He has also been instrumental in developing a data base tailormade for asset management services, now used by the company.

Rinus does not provide investment advice to clients and is not registered to do so.

Derek is part of our admin team, lending his expertise in the area of compliance. He is a US national and resident of the US since childhood. He has over 20 years of experience in Brokerage, Sales, Trading and Operations in both Energy and Equity Markets. He holds a Bachelors in Business Management from Manhattanville College in New York.

Derek does not provide investment advice to clients and is not registered to do so.