Blue Fin Capital

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website

VAN LIEW TRUST is an investment management & trust company with offices in Providence and Newport. For decades, our highly experienced officers and staff have focused on providing our clients personalized services of the highest quality. 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, no matter how large or small, is important to us. Excellence in investment and administrative services is our hallmark. Our investment professionals work as a team for you, and whether your goal is consistent investment performance, tax avoidance strategies, or protecting assets for loved ones.

Founded in 1999 Cornerstone (CIS) is unique among money managers in that we have our own research analyst on staff. Founder and Chief Investment Strategist, John Riley, is also a Registered Research Analyst. This distinction ensures that CIS investment strategies are based on our own market research. We are not dependent on outside market research as many investment advisors are.