Pennsylvania Trust

Investment Management

Our responsibility begins with our clients and their financial goals as well as their life goals. Uniquely individual as the clients themselves, be they families seeking to manage the complex challenges of growing and protecting assets, or the investment committee of a non-profit looking for guidance on asset allocation. We are committed to results and pursue a highly disciplined investment philosophy and process, allowing us to meet strategic goals.

We believe in balancing the goals of preservation of principal, capital appreciation, and income generation for each client by understanding your unique time horizon, goals, risk tolerance, and financial needs.

We collaboratively identify the optimal asset allocation and apply our investment process to help ensure that your goals and needs are met.

financial allocation discipline

 


Investment Philosophy

The foundation of Pennsylvania Trust’s investment philosophy is built on three principles:

 


Investment Process

As the financial environment evolves in complexity, we rely on past experience but value forward thinking, knowing that our clients look to us for effective solutions and trusted advice that meet their needs not only for today and tomorrow, but for generations to come.

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The strategies we offer are: