As of May 1, 2020, Pennsylvania Trust is part of Fiduciary Trust International. For over 30 years, Pennsylvania Trust has been helping individuals, families, and nonprofit organizations preserve and grow their wealth. Our expert professionals provide integrated and tailored investment, financial planning, tax, trust, estate, and philanthropic solutions that make our clients’ lives easier, giving them peace of mind and contributing to their overall wellbeing. At Pennsylvania Trust, we believe our clients’ investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds, and ETFs. When appropriate, we augment our client portfolios with alternative investments, such as private equity, further enhancing diversification while improving the potential for competitive long-term returns. Pennsylvania Trust is recognized for its award-winning fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. As a worthy and compelling alternative to the larger corporate fiduciaries, we serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.
View Top Employees from Pennsylvania TrustWebsite | http://www.penntrust.com |
Revenue | $24 million |
Employees | 36 (23 on RocketReach) |
Founded | 1986 |
Address | 5 Radnor Corporate Ctr, Ste 450, Wayne, Pennsylvania 19087, US |
Phone | (610) 975-4300 |
Technologies |
JavaScript,
HTML,
ASP.NET
+13 more
(view full list)
|
Industry | Investment Management, Investment Banking, Asset Management, Finance, Other Financial Services, Trust Administration, Tax Preparation, Guardianships and Special Needs Trusts |
Competitors | Acadia Trust, N.A., Beaird Harris, Homrich Berg, Lee Financial, Parsec Financial |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52592 Companies, NAICS Code 525920 Companies, NAICS Code 5259 Companies, NAICS Code 525 Companies |
Looking for a particular Pennsylvania Trust employee's phone or email?
The Pennsylvania Trust annual revenue was $24 million in 2024.
George McFarland is the President and Chief Executive Officer of Pennsylvania Trust.
23 people are employed at Pennsylvania Trust.
Pennsylvania Trust is based in Wayne, Pennsylvania.
The NAICS codes for Pennsylvania Trust are [52, 52592, 525920, 5259, 525].
The SIC codes for Pennsylvania Trust are [673, 67].