Advisors Trust
Pennsylvania Trust’s Advisors Trust offers both the firm’s premier fiduciary services and astute investment management through select brokerage firms. The advantage to investors is that while retaining their financial consultant relationship, they gain access to highly personalized financial services previously available only to Pennsylvania Trust clients.
Advisors Trust is designed for the individual account that is substantial enough to demand both long-range and day-to-day decision making.
The burdens of financial responsibility upon the death of a loved one can seem crushing. This is when a trusted relationship can be of great assistance and comfort.
An elderly client of ours was faced with selling her long-time residence upon the death of her spouse. She felt relieved and comforted when we were able to take a lead role in negotiating the sale for her, responding to offers and terms, and participating in the closing.
Because of the special relationship we had developed over the years, she knew that she could rely on Pennsylvania Trust to handle the situation with integrity, keeping her best interests foremost.