Samuel Hallowell

Samuel H. Hallowell, Jr. is listed by Van Liew Trust Company as a Founding Partner & Senior Vice President on the firm's management team. Van Liew describes itself as a Rhode Island-based trust and investment firm focused on long-term relationships and disciplined oversight since 1984, with offices in Providence and Newport.

The Wall Street Transcript's biography identifies Hallowell as a founding partner and senior portfolio manager of Van Liew Capital. It says he was previously a Vice President in the Trust Division of Rhode Island Hospital Trust and, before that, was associated with BayBank Harvard Trust and Moseley, Hallgarten, Estabrook & Weeden.

Hallowell holds a B.A. in History from Boston University, according to The Wall Street Transcript. The same biography also lists him as President of the Audubon Society of Rhode Island and a member of the Finance Committee of St. Martin's Church in Providence at the time of publication.

Regulatory/adviser-profile sources identify him with CRD #2098679, Series 65, registered in Rhode Island, and associated with Van Liew Capital Inc. and Van Liew Trust Company since 1984. Van Liew's own materials state that the firm was founded in 1984 and had more than $600 million in assets under management, serving individuals, institutions, and organizations with accounts of $250,000 and up.

• Van Liew's stated process combines "Top Down" macroeconomic analysis with "Bottom Up" stock and bond selection using fundamental and technical analysis.
• Equity investing is described as based primarily on growth and valuation, with flexibility to adapt to investor psychology and the economic cycle.
• Fixed income investing emphasizes diversified bond portfolios intended to limit risk exposure, generate predictable income, and preserve capital.
• The firm also offers alternative investments, trust services, estate planning and settlement, and family/business office services.
• Van Liew says it works with accounts from $250,000 to $25,000,000 or more, and serves individuals, institutions, and organizations.
• I found no verified source showing Hallowell makes seed-stage angel investments or disclosing startup check sizes.