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Investment Management
Equity Investment Credo
Equity Investment Management
Fixed-Income Credo
Fixed-Income Management
Executive Biographies
phone 215 979 3434 Client Login
The Philadelphia Trust
provides a full range
of 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 Services

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


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