Our Company THE BUSINESS OF OUR DAY IS HELPING TO BUILD YOUR FUTURE Founded in 1912, Brown Lisle Cummings offers financial planning and investment management services that are tailored to meet each client’s individual needs and objectives. Our more than 100 year history gives us a unique perspective on growing wealth through a range of financial strategies. As Rhode Island’s oldest independently owned investment firm, Brown Lisle Cummings embodies the professionalism, continuity, steadfastness and strength that enable clients to thrive and prosper over time, regardless of market conditions. Whether a business owner, non-profit endowment fund, new parent or retiree, our clients have been and continue to be, rewarded with our individualized attention, responsiveness and disciplined approach to investing. Predating World War I and the Great Depression, we set a high standard for customer service and continue to do so today. Our philosophy is simple – we offer sound, professional investment advice based on market experience, in-depth research and an appreciation of our client’s objectives. Unlike most competitors, our firm is uniquely positioned to offer clients a choice. Our hybrid model allows clients to choose fee-based planning or traditional brokerage. We also have agency relationships with some of the world’s largest insurance carriers and can help clients who are considering annuities, long-term care and life insurance. Regardless of how unique a client’s situation, our advisors possess the knowledge, experience and resources to provide sound financial guidance.