Marketplace Access: Investment Consultant

Jeremy Hendrikx PFP®, RIAC

I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.

Ted Jackson

E.T. Jackson and Associates is an international management consulting firm providing strategic planning, organizational learning, and performance assessment services in sustainable development to grant-makers and investors in the public interest in developed and emerging economies. Among the company’s current priority areas are jobs and gender in the energy transition, impact incentives in climate finance, affordable housing, fair food production, and community-university partnerships. Its President, Dr. Ted Jackson, holds Responsible Investment Professional Certification.

Sandy Rose, CFA

ABOUT ME
My singular focus is to connect investor expectations and corporate practices to create aligned capital flows for the
long-term. My lens is sustainability and reputational risk. Your strategy is my bright line.

I believe in the power of capital markets to change things when they set their intentions and have the tools to do it.
I provide tools to activate those intentions.

With a background in investments, sustainability, and real estate, I’m uniquely positioned to understand the impact that
capital markets can have and the delicate balance of pushing forward within the prevailing context of short-termism.

WHY PARTNER WITH ME?
• For me, it’s personal: I carefully design each mandate to capture your needs and ambitions. I am your dedicated partner from start to finish.
• Grow your competence: My analytical approach means no black boxes. My goal is for you to internalize this work and stand tall on your own.
• No fluff: I provide deliverables that are actionable and reflect your context. I won’t spend your budget on ‘nice-to-haves’ (unless you want them!).