About Pennsylvania Trust
Founded in 1986,
Pennsylvania Trust provides investment management and trust administration, tax, estate, and related account services to individuals, families, foundations, and endowments. Our team of investment professionals is responsible for the management of over $1.8 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 Asset Allocation, 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.
With robust and deep 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.
JoAnne Fredericks on
Community Involvement
Pennsylvania Trust is committed to conduct all our relationships with integrity and to maintain the highest ethical standards; provide outstanding professional and personalized services; produce superior investment results consistent with client objectives; and retain exceptionally skilled individuals, empowering them with state-of-the-art technology.