- Founded in
1984
- Offices in
Providence and Newport Rhode Island
- Assets under
management - over $250 million
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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.
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