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.

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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

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Take a focused approach to tap into emerging trends such as the rise of Artificial Intelligence (AI), emerging opportunities in digital investments, advancements in life sciences, and longevity care or more. An effective complement to a core asset allocation-driven approach.

THEMATIC INVESTING


Take a focused approach to tap into emerging trends such as the rise of Artificial Intelligence (AI), emerging opportunities in digital asset investments, advancements in life sciences, and longevity care or more. An effective ability to invest in multiple asset classes for these themes.

ALTERNATIVES*


We offer custom portfolios of non-traditional investments that help you gain added diversification or enhanced returns across private equity, private credit, venture capital, real estate, commodities, infrastructure, and hedge funds.

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Treetops.

VALUES-BASED INVESTING


Work with us to design and implement a portfolio that reflects the values you hold; align your investments with what matters most.

2025 Mid-Year Economic and Market Outlook

Building Resilience: 2025 Mid-Year Economic and Market Outlook

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The first half of 2025 will be remembered for two defining events: the onset of reciprocal tariffs, marking an American trade war with the world, and Chinese AI developer DeepSeek’s revelation that shattered the myth of American AI supremacy. Amidst the fierce rivalry between America and China, these occurrences exposed…
Read More Building Resilience: 2025 Mid-Year Economic and Market Outlook

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