The Philadelphia Trust Company

Old Fashion Values in a Modern World

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The Philadelphia Trust Company was founded in response to an increasing need for an independent private bank able to provide affluent investors and institutions with the kind of service that modern day “megabanks” and “financial supermarkets” simply cannot. Each of the Trust Company’s principals and senior advisors knows first hand how difficult it can be to provide the attention and discretion every client deserves. We have committed to bringing these old-fashioned values into the post-modern world. read more

Equity Investment

The Philadelphia Trust Company helps clients manage their assets in difficult as well as favorable market environments, through strict adherence to the growth at a reasonable price discipline.

IN THE NEWS

The Philadelphia Trust Company’s President and CEO, Michael Crofton, Interviewed on Fox Business, CNBC and Bloomberg.
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ARTICLE

Free Agent Season Open for Pennsylvania Trust Beneficiaries
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MARKET COMMENTARY

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Philadelphia Trust Company’s Services

Administrative Services

  • Total return reporting
  • Performance reconciliation and review
  • Tracking of cash flow
  • Custodial services
  • Excellent trading execution
  • Year end tax summary

Executive Services

  • Personalized investment guideline development
  • Quarterly commentary and investment strategy
  • Scheduled client reviews

Trust Services

  • Full range of trust services
  • One fee covers all expenses, except trading
  • Oversee all payments or distribution from principal
  • Distribute income as directed

Private Banking

  • Loans collateralized by portfolios
  • Lines of credit
  • Certificates of deposit
  • Competitive rates on all products