As of May 1, 2020, Pennsylvania Trust is part of Fiduciary Trust International.
For over 30 years, Pennsylvania Trust has been helping individuals, families, and nonprofit organizations preserve and grow their wealth. Our expert professionals provide integrated and tailored investment, financial planning, tax, trust, estate, and philanthropic solutions that make our clients’ lives easier, giving them peace of mind and contributing to their overall wellbeing.
At Pennsylvania Trust, we believe our clients’ investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds, and ETFs. When appropriate, we augment our client portfolios with alternative investments, such as private equity, further enhancing diversification while improving the potential for competitive long-term returns.
Pennsylvania Trust is recognized for its award-winning fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. As a worthy and compelling alternative to the larger corporate fiduciaries, we serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.
Company Details
- Employees
- 35
- Founded
- -
- Address
- Five Radnor Corporate Center, 100 Matsonford Road
- Phone
- 610.975.4300
- in****@****ust.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- penntrust.com
- Keywords
- Investment Management, Trust Administration, Tax Preparation, Guardianships and Special Needs Trusts.
- HQ
- Radnor, PA
Pennsylvania Trust Questions
Pennsylvania Trust's helpline number is 610.975.4300
Pennsylvania Trust's website is penntrust.com
Pennsylvania Trust's LinkedIn profile is https://www.linkedin.com/company/pennsylvania-trust
Pennsylvania Trust has
35 employees.
View email and phone details for 35
employees at Pennsylvania Trust.
Pennsylvania Trust's industry is
Investment Management
Pennsylvania Trust's top competitors are
The Philadelphia Trust Company,
Vam Group, Llc,
Fiduciary Trust International,
Wilmington Trust,
Tripoint Wealth,
Northport Investment Management, Llc,
Fiduciary Trust Company,
Radnor Capital Management Llc,
Instrumental Wealth,
Accordant Investments.
Pennsylvania Trust's support email address is info@penntrust.com
Pennsylvania Trust's categories are Investment Management
Pennsylvania Trust's founding year is 1986
