Wealth Watch, Fall 2007
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With more than a century of experience behind us, thousands of individual and corporate investors have turned to Bryn Mawr Trust for investment management services.
Delivered by professionals who put your interests first, our investment management services include financial planning, individual securities, and managed portfolios.
Our investment services can be used to seek just about any long-term financial goal, whether it’s retirement, education, a major purchase, current income, or the accumulation of wealth.
Our Philosophy
The BMTC approach utilizes broadly diversified investment in high quality securities managed in an appropriate, tax efficient manner. Our objective is to produce strong, consistent rates of return for our clients with portfolios that exceed the rate of inflation over time. Asset allocation is developed after an interactive comprehensive review of each client’s risk tolerances, specific needs and future financial objectives. These objectives are consistently reviewed over time with the client.
Our Investment Policy is applied through a variety of investment services:
 | Customized Portfolio Management |
| Investment Advisory Services |
| Brokerage Services |
| Defined Benefits /401(k) Plans |
| Endowment Services |
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Investment Management Group*
Building on our trust investment capabilities, the Investment Management Group serves the needs of high-net-worth individuals. We provide customized investment management through our experienced professionals who design portfolios that are performance driven. We can manage common stock and bond portfolios, work with privately held businesses, estate planning issues and help manage complex family relationships. To speak with a representative call us at 610-581-4770.
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Bryn Mawr Brokerage Company*
If you like to self-direct your investments, Bryn Mawr Brokerage, in partnership with UVEST Investment Services, can link you to the investment products and services using a customized approach to analyzing your financial needs. You can also access your account information through the Internet. If you are already a customer and want to view your account click here.
To speak with an Investment Consultant call 610-581-4920.
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*Investment products offered through the Investment Management Group and Bryn Mawr Brokerage Company (1) are not deposits of or guaranteed by The Bryn Mawr Trust Company, (2) are not FDIC insured, and (3) involve investment risk, including possible loss of principal.
Securities obtained through Bryn Mawr Brokerage Company are offered by, and Investment Consultants are registered with UVEST Investment Services, member NASD/SIPC. UVEST is independent of any financial institution. UVEST is a registered trademark of UVEST Financial Services Group, Inc.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |