BRYN Mawr Trust Co.
Bryn Mawr Trust, founded in 1889 and currently a subsidiary of WSFS Financial Corporation, is a Pennsylvania-based wealth management and fiduciary services firm. It offers investment management, private banking, trust and estate planning, and advisory services to individuals, families, businesses, endowments, and institutional clients primarily across the mid-Atlantic region. With over 130 years of history, Bryn Mawr Trust is recognized for its personalized wealth planning and commitment to building lasting client relationships, serving both high-net-worth individuals and organizations. The firm incorporates multiple business lines, including Bryn Mawr Trust Advisors and The Bryn Mawr Trust Company of Delaware, and employs a relationship-based, client-focused approach leveraging local management and regional expertise. It is noted for its multi-generational service philosophy, and its employee count spans across Bryn Mawr Trust and its advisory divisions.
Investment Strategy
Bryn Mawr Trust applies a strategic, client-centric investment approach centered around the development of a customized Investment Policy Statement that aligns with each client’s vision, values, financial goals, and risk tolerance. The firm builds diversified, multi-asset portfolios designed for long-term growth, using a mix of internal and external investment solutions to balance risks and adapt to economic cycles. Investment management emphasizes minimizing unnecessary trading, maintaining strategic asset allocation, regular performance monitoring, and periodic rebalancing. Tax mitigation strategies, such as capital gains management and asset location decisions, are also integrated to optimize after-tax returns. The philosophy is to craft durable portfolios aligned with life and legacy planning, consistently guided by fiduciary responsibility and the specific objectives of individuals, families, businesses, and institutions.
Top Holdings
Equity Positions (2,030)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISRG | INTUITIVE SURGICAL INC | 5.48% | $308.2M | 567,125 | $491.24 | $543.41 | +$27.8M |
C CMCSA | COMCAST CORP NEW | 5.24% | $294.6M | 8,254,596 | $41.77 | $35.69 | -$10.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.58% | $257.5M | 4,517,468 | $50.78 | $57.01 | +$47.0M |
M MSFT | MICROSOFT CORP | 3.76% | $211.5M | 425,183 | $426.27 | $497.41 | +$45.0M |
A AAPL | APPLE INC | 3.53% | $198.2M | 965,959 | $184.74 | $205.17 | -$35.5M |