Pennsylvania Trust

Investment ManagementPennsylvania, United States11-50 Employees

Pennsylvania Trust is a mid-sized investment management firm based in Radnor, Pennsylvania, focused on helping individuals, families, and nonprofit organizations preserve and grow wealth. For more than 30 years, it provides integrated services across investment management, financial planning, tax, trust, estate, and philanthropy. The firm emphasizes asset allocation, diversification, and risk control, offering separately managed portfolios that use a mix of securities, mutual funds, and ETFs, and augmenting with alternative investments such as private equity to enhance diversification and the potential for long-term returns.

Pennsylvania Trust is recognized for fiduciary services to individuals and families, guided by fiduciary standards, and acts as trustee for revocable, irrevocable, testamentary, and charitable remainder trusts, as well as corporate executor in estate settlements. It also provides estate, financial, and tax planning, along with tax preparation, and maintains a dedicated team specializing in guardian and trustee work for special needs situations. Since May 1, 2020, Pennsylvania Trust has been part of Fiduciary Trust International, aligning with a broader wealth management organization.

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