CUSTOMIZED INVESTMENT MANAGEMENT


We seek to create durable, diversified, multi-asset portfolios based on long-term strategic allocations, aligning planning, advice, and your life for an investment plan customized to you and your investment goals.

A couple with papers in front of their laptop.

Maintaining a clear connection between your financial plan and your investments through timely advice and thoughtful education is the foundation of our approach, and helping you create the future you envision is at the core of our investment planning process.

OUR INVESTMENT PROCESS


At Bryn Mawr Trust, we do not attempt to time the market, nor do we actively trade on short-term market gyrations. Our investment planning process is strategic, beginning with your vision, values, and goals.

1
Draft an Investment Policy Statement
2
Design a Diversified Strategy
3
Carefully Curate a Portfolio of Solutions
4
Monitor Performance and Rebalance When Warranted

LET’S START A CONVERSATION TODAY


Treetops.

ESG


If you prefer investing with a focus on environmental, social, or governance issues, we offer specialized strategies that incorporate ESG considerations into your portfolio through thoughtfully selected independent managers and funds.

ALTERNATIVES*


Non-traditional investments can offer benefits to a portfolio. We can help you gain the added diversification or enhanced returns alternative investments can potentially deliver, including private equity, private credit, venture capital, real estate, and hedge funds.

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BEGIN YOUR JOURNEY