Services for Corporate and Municipal Government Clients

National Penn Investors Trust Company is well-versed in the needs of corporate and municipal government clients.  Operating under a fiduciary charter granted by the Office of the Controller of the Currency, we’re able to efficiently accommodate a majority of your organization’s financial needs. Whether you need smart, efficient investment management services, or you choose to take advantage of our ability to serve under a trustee or other fiduciary appointment, we’ll provide the tools, experience and personal attention you deserve.

Our Corporate and Government Relationships include:

  • Investment Manager
  • Trustee
  • Agent for Trustee

Regardless of the type of service that meets your individual needs, the core of our responsibility to you is the productive investment of your assets.  The first step toward achieving this goal is a review of the Investment Policy Statement (IPS) or other governing instrument.  Our team of professionals bring a depth of experience to the process to assist your organization in maintaining, or sometimes creating, a robust and current IPS.

Once an investment plan is agreed upon, NPITC implements that plan using a thoughtful combination of proprietary and external investment strategies to achieve strong investment returns while working to mitigate investment risk.  NPITC recognizes the high level of care that accompanies your responsibility to serve as a steward of your organizations resources.  To that end, NPITC partners with another National Penn Affiliate to make available an array of investment strategies that are GIPS®compliant and independently verified.  This commitment to the highest ethical standards of the investment industry is, in our view, essential for non-profit institutions.

For a thorough review of the investment work of our affiliate, visit Institutional Advisors LLC.

We invite you to talk privately with a trusted advisor today.

Meet Our Advisors

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