The Philadelphia Trust Company
Old Fashion Values in a Modern World
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.
ARTICLE
Free Agent Season Open for Pennsylvania Trust Beneficiaries
MARKET COMMENTARY
The 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