At National Penn Investors Trust Company, we recognize the unique value of experienced financial professionals to provide sound investment advice and education. By reviewing your investment goals and needs, we will help you indentify an optimum investment strategy for your portfolio.
Professional Portfolio Management
—Starting at $100,000 we invest client assets using our Diversified Managers discipline. Each client's portfolio consists of a variety of no-load mutual funds managed by outstanding national and international portfolio experts. We carefully select and monitor each fund for:
- Appropriateness of management style
- Industry and security diversification
- Performance history
- Experience of the management team
- Reasonableness of expense ratios
—Starting at $250,000 we offer clients portfolio management using individually selected stocks and bonds. Securities are chosen and closely monitored by our investment team to provide:
- Consistency of performance
- High quality
- Diversification
Expert record keeping is a key element of serving our clients.
- Monthly statements are timely and provide highly reliable values and tax information for client holdings. Transaction details and a list of pending trades keep them fully apprised of the activity in their accounts.
- Clients may conveniently access their account statements online.
- The annual tax statement gives clients a summary and detail report of their interest, dividends and gains/(losses), plus specific direction as to where to place the information on their 1040s.
Performance measurement reports provide our clients with a yardstick against which to measure their progress. Whether we are working on your personal financial plan or a financial package for your business, we add value to our relationships by listening to your needs, understanding your goals and delivering to you our best investment management services with the highest level of service.
