National Penn offers professional investment management and trust services. We can help you reach your objectives with customized solutions including:
A quality pension plan will assist you in rewarding employees for their years of service while also attracting and retaining quality employees. We can recommend independent actuaries, or work with one of your choosing, to ensure that your plan complies with all state regulations thereby allowing you to qualify for state aid, if applicable.
Short-Term Asset Management (STAM)
We can also help you invest your operating and special purpose funds to maximize your returns by customizing an actively managed portfolio of authorized investments. Your tailored portfolio can be integrated with the bank's "sweep" program to allow you to earn a higher return while still being able to access your funds on a daily basis.