The Philadelphia Trust Company

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

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