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Home > Financial Services > Stock Brokers > Van Liew Securities, Inc.
Van Liew Securities, Inc.
Van Liew Securities, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Van Liew Securities, Inc. was established in 1984. The management of equity and bond portfolios is the mainstay of their business, but their services go well beyond. They offer a full roster of trust services and estate planning and settlement. Their policy is to provide service at whatever level is desired by the client.
Their priority is to devote whatever time and resources are required to maintain timely and open communications the essential element to a long lasting and fruitful relationship. The full range of capabilities is available to you portfolio management and services, provided by Van Liew Trust as your agent or trustee.
They want quality service and strong performance, at a reasonable price. As money managers, trustees, and executors, they charge a fee based on assets under management. Their clients appreciate knowing what their costs will be. There are no hidden fees or extra charges for each service provided.
They are looking for personal attention. They want investment recommendations that have been designed specifically for their wants and needs, not recommendations that have been designed for the masses.
Their approachis based primarily on growth and valuation and the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle.
They search for superior companies with strong fundamental characteristics. A company's products and industry are analyzed along with its growth profile, operations, financials, management, and financial ratios.
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