Parent Company
Penn Mutual Life Insurance Company
Since 1991, Pennsylvania Trust has been a wholly owned subsidiary of The Penn Mutual Life Insurance Company. This alliance permits Pennsylvania Trust to continue to provide highly personalized investment and fiduciary services to its clients, supported by the stability and capabilities of a major financial services company with total assets in excess of $14 billion. With more than 160 years of financial expertise, Penn Mutual is the nation’s second oldest mutual life insurer, providing insurance and annuity products through a national network of providers and advisors. The company is headquartered in the Philadelphia area.
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.