Your Wealth Management Advisors

Anawon Trust has successfully managed the wealth of individuals and their families since 1990. As a division of Bristol County Savings Bank, a well-capitalized and stable mutual bank, we are well-positioned to provide investment management and trust services for clients of all sizes.

Whether you are planning for your own future or for the long-term financial strength of an institution, corporation or community group, we’ll offer the personal services of trust and investment professionals who are part of your community and who understand your needs. Our staff has a fiduciary commitment to placing the needs of our clients at the forefront of our service. Our financial investment advisors have solid credentials and considerable experience, including Certified Financial Planner and Certified Trust and Financial Advisor designations.

An investment portfolio at Anawon Trust may be comprised of mutual funds, exchange traded funds, individual stocks and bonds. As an independent financial investment advisor, we do not have restrictive affiliations with any mutual fund companies nor do we receive any compensation from fund companies. We select from the best “no load” funds available to satisfy a particular investment need.

Anawon utilizes the services of Argus, a well-respected, independent research firm, to help establish our proprietary equity buy list. Further, we use a proprietary, taxable money market account which is FDIC-insured and backed to an unlimited amount by DIF. All assets are safely held by either our custody agent, Bank of New York Mellon or Bristol County Savings Bank.

Anawon Trust is a division of Bristol County Savings Bank, however, some trust activities may not be insured by the FDIC or the DIF; are not deposits or other obligations of, or guaranteed by Bristol County Savings Bank; are not insured by any Federal Government Agency; and are subject to investment risk, including possible loss of the principal amount invested.