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 and administration of over $3 billion in assets.
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, Multi-Cap Value, 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, uni_ed by shared beliefs and values dedicated to delivering the highest level of service to our clients.
[Above] William Penn, Man of Vision, Courage, and Action" by N.C. Wyeth.
- Company Name:Pennsylvania Trust
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Headquarters: (View Map)Radnor, PA, United States
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Investment Management
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50 - 200 employees
- 4737743 Global Rank
- 421309 United States
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Search63.97%
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Direct36.03%
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- United States 13.5%
- India 12.2%
- Japan 3.9%
- China 3.7%
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- Mechanical
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- 10 SDKs
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- App Url: https://itunes.apple.com/app/pennsylvania-trust/id1358453464
- App Support: https://www.fiduciarytrust.com
- Genre: Finance
- Bundle ID: com.patrust.patrustwealth
- App Size: 44.6 M
- Version: 2.6.0
- Release Date: March 30th, 2018
- Update Date: December 16th, 2020
Description:
Formerly the PennTrust mobile app, now Fiduciary Trust of PA. Pennsylvania Trust is now a part of Fiduciary Trust International.
Fiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts. You can view your account information including balances, holdings and recent activity anytime on mobile devices. In order to use the app, you must currently have access to your account through our client website. For assistance in enrolling, please contact our Help Desk at 877-870-1073 or help@fiduciarytrust.com.
View Your Account, Anywhere
- Check your accounts and balances
- View holdings, gain/loss and asset allocation
- Monitor recent activity and transactions
Secure and Direct Access
- Face/Touch ID recognition
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Standard100.00%
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