Goal-driven investment solutions
With a client-focused approach to investing, Bryn Mawr Trust provides sound, individually designed investment strategies to meet your specific income and growth objectives. We combine the global reach of Wall Street with the personal approach of Main Street—right in your own backyard.
A personal Wealth Advisory Team works with you to determine your requirements for income, growth, liquidity, and preservation of capital, while analyzing your risk tolerance, time and tax constraints. The financial picture that emerges serves as a framework for a portfolio that fulfills your investment objectives.
- We determine risk and liquidity preferences based on your specific needs and investment goals.
- Utilizing a unique investment selection process, we evaluate companies and funds (managed externally and internally) to fit your growth and fixed income needs.
- Working as independent advisors, we are able to give clients objective advice and choose investment options in order to build a diversified portfolio.
- We are proactive and continually review your portfolio to monitor risk and return.
- We look for high-quality investment options that provide consistent growth over time.
- We communicate regularly with clients, providing updates, trends and other important financial news as well as quarterly reports.