Advisors at this firm
Frank V
CFP®
Miami, FL
ISGAM US LLC
Frank Van Lerven is a CFP® professional with three years of industry experience, currently serving as an advisor at ISGAM US LLC. He has been with ISGAM US since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US LLC provides discretionary asset management and written financial planning primarily for individual and high-net-worth clients. The firm employs a quality-oriented, strategic asset allocation approach centered on global and U.S. equities, fixed income, and alternatives, managing approximately $57 million in discretionary assets across a small client base.
Andrew L
Series 65
Miami, FL
ISGAM US LLC
Andrew Little is a financial advisor at ISGAM US LLC with a Series 65 credential and one year of industry experience. He has worked with ISGAM AG since 2018, where he serves as a partner and business development manager, and is also the sole shareholder and director of Global Private Client Solutions Sarl, a consultancy firm that introduces high-net-worth individuals and firms to service providers. Prior to joining ISGAM US LLC, he held roles at Bank Syz SA and was self-employed. ISGAM US LLC provides discretionary asset management and written financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental, quality-oriented investment approach focused on global and U.S. equities, fixed income, and alternatives, managing approximately $57 million in discretionary assets across about 30 clients.
William J
Series 65
Miami, FL
ISGAM US LLC
William Johnston is a financial advisor at ISGAM US LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Mercer Consulting and Chubb Life Insurance. He is also involved with Aktivolabs. ISGAM US LLC serves individual clients, including high-net-worth households, by providing discretionary asset management and written financial planning. The firm employs a fundamental analysis approach with a quality-oriented, strategic asset allocation framework, managing portfolios across equities, fixed income, and alternatives with a long-term holding bias.
