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Institutional Advisors LLC ("IALLC") is an SEC regulated Registered Investment Advisor serving the needs of institutions and high-net worth individuals.  An indirect wholly-owned subsidiary of National Penn Bancshares, Inc.,  IALLC works closely with our affiliate, National Penn Investors Trust Company ("NPITC"), to provide clients with professional asset management and fiduciary trustee services.

The firm’s primary focus is the delivery of proprietary, individually managed investment strategies that are designed around principals of high quality investing, strong performance, risk mitigation and ethical client service.  Providing clients with personal service, disciplined investment strategies and transparency of our work is our mission.

IALLC is headquartered in Wyomissing, PA, with regional offices located in Allentown, Philadelphia and West Chester. 

What Sets Us Apart or The IA Advantage

Through our partnership with NPITC, IALLC’s clients garner the benefit of the firm’s strong investment management capabilities, coupled with NPITC’s fiduciary expertise. 

  • Internally developed and managed, proprietary investment strategies consistently applied by our investment professionals.
  • A team of portfolio managers, averaging over 20 years of experience, dedicated to each proprietary strategy.
  • A focus on building and maintaining strong client relationships.
  • A commitment to maintaining an investment driven, performance oriented firm.  Institutional Advisors claims compliance with the Global Investment Performance Standards® (GIPS®)1  and has been independently verified.2
  • A high level of client service, with portfolio managers directly involved in regularly scheduled client meetings.
  • Comprehensive, easy-to-read performance and portfolio analysis reports.
  • An experienced knowledgeable investment group that is committed to servicing and being an integral part of the local market.


1To receive a complete list and description of IA's composites and/or a presentation that adheres to the GIPS® standards, contact Lee N. Pace at 610.371.2069, or Lee.Pace@institutional-advisors.com.

2Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards.

Our Clients

IA LLC clients are nonprofit organizations, corporations, municipalities, and high net worth individuals.  Our emphasis is the delivery of high quality, actively managed investment strategies targeted to produce strong returns and mitigate risk.

Our Services

Our engagements include servicing as investment advisor to endowment plans, charitable remainder and family trusts, corporate profit sharing plans, corporate and municipal pension plans, and IRAs and investment portfolios for high-net worth individuals. Employing the services of our affiliate, National Penn Investors Trust Company, we are also able to provide trustee and administrative services to meet a wide array of client needs.

Our Staff

Eleven (11) professionals, averaging more than 20 years of experience, comprise the IA investment team, which has both an equity and fixed income team of lead managers supported by an experienced staff.  The group is responsible for the management of the following investment strategies:

  • LargeCap Equity
  • MidCap Equity
  • AllCap Equity
  • Core Fixed Income
  • Taxable Fixed Income
  • Short Duration Fixed Income
  • Short Duration Gov’t Fixed Income
  • Municipal Fixed Income

Our Locations

Wyomissing - Headquarters
1340 Broadcasting Road, Suite 100
Wyomissing, PA 19610
1.800.826.5534 or 610.371.2069

Lehigh Valley
645 Hamilton Street
Allentown, PA 18101
610.530.6828

Philadelphia
20th & Market
2040 Market Street
Philadelphia, PA 19103
215.606.9028

West Chester

200 North High Street, Suite 101
West Chester, PA 19380
610.692.2447

Meet our advisors!

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