Best Investors
Account
Sign in
99 Monroe Avenue Nw, Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-12 |
Branch Locations
99 Monroe Avenue Nw Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bostwick Investment Consulting | Grand Rapids | MI | 03/2025 | Present |
| Van Andel Institute | Grand Rapids | MI | 06/2005 | Present |
1. Frey Foundation, a non-profit private foundation. The Foundation is not investment related but is a grant making organization with an investment portfolio. The address is 40 Pearl Street, NW, Suite 100, Grand Rapids, MI. I am a member of the Investment Committee. I started in 2015. I devote approximately 2 hours every 3 months to the Investment Committee during security trading hours. My duties are to provide input on performance of the consultant, the investment strategies and investment managers in the portfolio. 2. The Meijer Foundation, a grant making private foundation. The address is 3280 N. Evergreen Dr NE, Grand Rapids, MI. I am a member of the Investment Committee. I started on 2019. I devote approximately 3 hours every quarter to the Foundation during trading hours. My duties are to provide input on the strategy, and the performance of the consultant and investment managers in the portfolio. 3. Padnos, 185 West 8th Street, Holland, MI. Padnos' business is metal recycling. I am a member of the Investment Committee for the Padnos Profit Sharing and Retirement Plan. I started in 2019. I devote approximately 3 hours every quarter to the Investment Committee during trading hours. My duties are to provide input on the strategy and the performance of the consultant for the portfolio and the investment managers in the portfolio. 4. Grand Valley State University Foundation, 301 Fulton St. West, Grand Rapids, MI. I am a member of the Investment Committee for the Endowment at Grand Valley State University, a public University. I started in 2017. I spend approximately 3 hours every six months with the Endowment during trading hours. My duties are to provide input on the strategy, and the performance of the consultant and the investment managers in the portfolio.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
Reach out to this advisor