Fixed Income

Our Fixed Income philosophy focuses on quality and is 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

Download mp3

Bill Woolbert on
Pennsylvania Trust's Investment Services

 

 

For help with your account access:
please call Pennsylvania Trust at 1 800 975-4316 during our regular business hours,
08:30 a.m. - 05:00 p.m. EST Monday through Friday.