Van Liew Trust Co
Investment Management / Trust Excellence
Celebrating 40 years in business, Van Liew Trust Company is a wealth management & trust services firm with offices in Providence and Newport, RI, managing over $600 million in assets.
About
Van Liew Trust Company is an independent, employee-owned investment advisory firm dedicated to serving individuals, institutions, and organizations with a high level of service and attention to detail. Established in 1984, the company provides a full roster of trust services, estate planning, and family/business office services, with a focus on personalized portfolios tailored to client objectives.
The firm emphasizes open, honest, and ethical practices, voluntarily exceeding legal reporting requirements and claiming compliance with the Global Investment Performance Standards (GIPS®). Van Liew Trust Company operates offices in Providence and Newport, Rhode Island, and manages assets under management exceeding $600 million, serving clients with accounts ranging from $250,000 to $25,000,000 or more.
Services
Investment Management
Personalized portfolios tailored to individual client objectives, combining top-down macroeconomic analysis with bottom-up stock and bond selection.
Trust Services
Full roster of trust services, estate planning, and settlement, along with family/business office services.
