INVESTMENT SERVICES

Our Fixed Income philosophy focuses on quality designed to meet specific investment criteria. Managing both taxable and tax-exempt portfolios, U.S. Government and high quality bonds are selected based on maturity and duration, yield spreads and liquidity requirements to provide stability and higher levels of income to portfolios.

The exceptional combination of

Pennsylvania Trust’s investment sophistication, expert portfolio management and close attention to our clients’ objectives offers unique benefits.

These include:
• disciplined investment management,
• customized portfolio construction,
• superior consistent performance and
• experienced, attentive personnel