The Philadelphia Trust Company

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
  • Performance reconciliation and review
  • Tracking of cash flow
  • 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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