Pennsylvania Trust

About Pennsylvania Trust

Founded in 1986

Pennsylvania Trust provides investment management and trust administration, tax, estate, and related account services to individuals, families, foundations, endowments, and institutions. Our team of wealth managers is responsible for the management and administration of over $3.5 billion in assets.

Investment focus

We provide a broad range of investment services for clients through separately managed portfolios representing a variety of investment styles. These include Asset Allocation, Growth, Equity Income, Multi-Cap Value, 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.

Fiduciary services

We offer fiduciary services 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.

Deep, robust industry knowledge

The company is grounded in its unwavering commitment to serve the important purpose of enriching the lives of our clients. Pennsylvania Trust is an independent, employee-owned company, unified by shared beliefs and values dedicated to delivering the highest level of service to our clients.