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Contact
 
phone 215 979 3434 Client Login
 
The Philadelphia Trust
provides a full range
of services
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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