The Trust Administration unit is staffed with individuals who have the specialized administrative skills needed to handle the complex duties required of a trustee. The proper administration of a trust account is a full-time job.
Our staff is skilled in dealing with trust beneficiaries in an impartial and sensitive manner. The trust investment officer has the experience to design a sound investment portfolio to meet the needs of the beneficiaries. The investment portfolio of the trust account is continually monitored.
We welcome the opportunity to discuss these services with you. Please call us at 215-968-4872 or e-mail us at firstname.lastname@example.org to schedule an appointment.
This product is not FDIC insured.