Excellence in investment and administrative
services is our hallmark.
Not part of a big impersonal bank or brokerage firm.
Our independent structure enables us to work with accounts of
$250,000 to $25,000,000 or more.
Every client is important to us.
No matter how large or small.
We work as a team for you.
Whether your goal is consistent investment performance, tax avoidance
strategies, or protecting assets for loved ones, our experienced investment
professionals listen . . . and help.
The management of equity and bond portfolios is the mainstay of our business, but our services go well beyond. We offer a full roster of trust services and estate planning and settlement.
Our policy is to provide service at whatever level is desired by the client. Our priority is to devote whatever time and resources are required to maintain timely and open communications -- the essential ingredient to a long lasting and fruitful relationship.
We are always pleased to welcome you at our offices or call on you at your home or office to discuss how we might be of service. The full range of capabilities is available to you -- portfolio management and services, provided by Van Liew Trust as your agent or trustee.