THE COMPANY

Founded in 1986,

Pennsylvania Trust provides investment management and fiduciary services for individuals, families and institutions including private foundations, endowments and both public and private employee benefit plans. Our team of investment professionals is responsible for the management of over $1.5 billion in assets.

Our investment focus

We provide a broad range of investment services for clients through separately managed portfolios representing a variety of investment styles. These include Growth, Equity Income, Fixed Income, and Socially Responsible Investing strategies. Our closely integrated team of experienced investment managers is well positioned to respond with agility to dynamic markets and committed to producing superior results through our focused approach.

Our fiduciary services

are offered to individuals and families and, in addition to Estate and Trust Administration services, include estate and Financial Planning, Tax Planning and Tax Preparation. Our trustee services include revocable, irrevocable and testamentary trusts and charitable remainder trusts. We also act as corporate fiduciary in various Guardianship matters.

The stability and capabilities

of a major financial services company, Penn Mutual, supports our highly personalized investment services. In 1991, we were acquired by this company, aligning us with more than 160 years of financial expertise and over $14 billion of consolidated assets.