Disclosures
The information provided on this website is for general informational purposes only and is not intended as legal, tax, or investment advice. Any references to financial strategies, investments, or planning considerations are not tailored to any specific individual or situation. You should consult with your professional advisors before making any financial or investment decisions.
While Van Liew Trust Company strives to ensure that the information presented on this website is accurate and current, we make no representations or warranties as to its completeness, reliability, or accuracy. Information may be subject to change without notice.
Investment and Performance Information
All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any performance-related information referenced on this website, if applicable, should not be relied upon as a guarantee of future performance.
Market conditions, economic factors, and other variables may affect investment outcomes. No representation is made that any investment strategy will achieve its intended results.
Third-Party Content and Links
This website may contain links to third-party websites or resources. These links are provided for convenience only. Van Liew Trust Company does not control, endorse, or assume responsibility for the content, accuracy, or security of any third-party websites.
Accessing third-party content is done at your own risk.
Limitation of Liability
Van Liew Trust Company shall not be liable for any damages or losses arising from the use of, or reliance on, the information contained on this website. This includes, but is not limited to, direct, indirect, incidental, or consequential damages.
Global Investment Performance Standards (GIPS®)
Van Liew Trust Company claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Van Liew Trust Company has been independently verified for the periods January 1, 2017 through December 31, 2024. The verification report is available upon request.
A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Please contact us at 1-844-826-5439 or info@vanliewtrust.com to obtain GIPS-compliant performance information.
Important Disclosure Regarding Scope of Engagement
Contact Information
If you have any questions regarding the information on this page, please contact:
Van Liew Trust Company
Phone: 1-844-826-5439
Email: info@vanliewtrust.com