Van Liew Trust Company

RockPort Capital Partners is a Boston-based multi-stage venture capital firm focused on investments in alternative energy, mobility, and sustainability. With over a decade of experience, the firm collaborates with entrepreneurs to foster growth and create value in a diverse range of industrial and consumer-facing companies. RockPort is known for its collaborative approach to investing, leveraging deep domain expertise and insights across all aspects of energy and cleantech. The firm aims to provide innovative solutions that address significant worldwide market challenges. Generated from the website

Slocum Gordon & Co. LLP is a Newport, Rhode Island-based investment management firm founded in 1978 by Jeffrey L. Gordon and John J. Slocum Jr. With a collective 50 years of investment experience, the firm specializes in portfolio management, trust and estate services, and client-focused financial strategies. The company is led by a team of seasoned professionals, including portfolio managers and compliance officers, who bring diverse backgrounds in finance, law, and operations. Slocum Gordon & Co. is dedicated to serving individual and endowment clients, ensuring a comprehensive approach to their investment needs. Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website