Susan Bartels's Contact Details

Susan Bartels's Company Details

Pennsylvania Trust

Wayne, PA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

As of May 1, Pennsylvania Trust is now 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.