Building Long-Term Value with Personalized Portfolio Management
Investment Management Services
At The Philadelphia Trust Company, our investment management approach is rooted in discipline, patience, and a deep understanding of market dynamics. We offer custom investment strategies that focus on long-term capital growth, preservation of wealth, and risk-adjusted returns across all market environments.
Our Equity and Fixed-Income Investment Credos form the foundation of our strategy. Guided by experience and driven by research, our professionals provide independent investment management tailored to the goals of each client.
Equity Investment Management
We adhere to a consistent investment philosophy: identifying companies with strong fundamentals and long-term earnings potential – purchased at reasonable valuations. This “growth at a reasonable price” (GARP) discipline allows us to navigate both favorable and volatile market conditions with resilience and clarity.
Our Investment Policy Committee screens and selects securities based on strict qualitative and quantitative criteria, including:
- Earnings Momentum & Growth
- Cash Flow Strength
- Attractive Price-to-Earnings Ratios
- Strong Balance Sheets
- Dominant Market Positions
Only after in-depth review of a company’s financials, business model, and market position do we approve a security. We design diversified portfolios across industries, continually adjusting holdings to optimize performance and manage risk.
We consider selling when:
- There is a fundamental shift in the company or industry
- A positive earnings trend reverses
- A stock becomes overweight in the portfolio after strong appreciation
Fixed-Income Investment Management
Our fixed-income portfolios are actively managed to deliver strong after-tax returns using only high-quality, marketable securities. Investments may include:
- U.S. Treasuries & Agencies
- Corporate and Municipal Bonds
- Mortgage-Backed Securities
- Cash Equivalents
We structure portfolios with strategic maturity positioning – up to 10 years – to take advantage of yield curve inefficiencies. Our Interest Rate Committee, composed of senior professionals and economic analysts, regularly evaluates:
- Interest rate forecasts and economic indicators
- Sector/quality spread analysis
- Creditworthiness and bond indenture provisions
- Global macroeconomic and political data
Portfolio managers incorporate these insights into individualized strategies, aiming to outperform the market while managing duration, credit exposure, and liquidity.
Ready to align your investments with your goals?
Speak with one of our portfolio managers about crafting a strategy designed for long-term success.