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.
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.
- We create an Investment Policy Statement (IPS) based on the conclusions of our extensive wealth planning process, outlining your unique financial goals, risk tolerance, time frames, and constraints.
- The IPS is a road map that helps ensure the portfolio we construct for you is consistent with your objectives. We will present the proposed IPS to you for your review and acceptance. The best investment plan is the one you’re comfortable following.
- We design a diversified multi-asset portfolio based on a strategic allocation that fits your personal risk/return profile.
- Although your portfolio is structured to sustain across multiple market cycles, we can adjust it based on an intermediate-term view of the financial markets and economy.
- We examine a range of opportunities and investments to identify those that meet our stringent standards.
- We source investment solutions internally and externally designed to work together to help you achieve your goals.
- We closely monitor your portfolio’s performance over time to make sure that you remain on course to meet your investment objectives.
- When warranted, we re-balance your portfolio to maintain alignment with your IPS and investment plan.
- (When applicable) Taxes can be burdensome. We help mitigate the tax bite by considering such decisions as asset location, capital gains mitigation, and investment solutions to harvest temporary losses for gains offset.
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Please remember that different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Bryn Mawr Trust) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
THEMATIC INVESTING
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.
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.
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.
