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Wealth ManagementEnhance your wealth with objective advice, sound investment solutions and a disciplined process.Customized Life PlanningWhen you become a wealth management client, we’ll communicate with you regularly so we always understand your financial priorities, and the challenges and opportunities you face. When we listen to you and understand what is important to you, only then we can guide you in the process of enhancing and preserving your wealth.
Customized Life Planning™ ApproachTo provide you with the most comprehensive wealth management advice, we look at your total financial picture through our Customized Life Planning™ approach. This allows your advisor to view all of your assets regardless of where they are held or managed. It combines Radnor Trust and non-Radnor Trust account information in one place so your entire financial picture is captured. The result: more thoughtful recommendations and investment strategies more closely aligned with your priorities and interests. Objective AdviceWe offer a full range of high-quality investment solutions, all of which are nonproprietary—this means we can be truly objective in the advice that we offer and the investment solutions we recommend. The investment products we use are all meticulously researched. In fact, nearly 17,000 mutual funds are screened and more than 3,500 Separately Managed Accounts evaluated in order to select quality investments that will be used in the portfolios we build and manage. Investment PhilosophyOur investment philosophy is one built on the principle of diversification combined with tax sensitivity and risk management. We strongly believe that diversification through asset allocation or exposure to different asset classes, styles and sectors helps to ensure more stable returns over the long run. Disciplined ProcessIn developing a Customized Life Plan™ that seeks to address your entire wealth picture, a disciplined process is key. Our process involves six steps: Customized Life Planning Approach™
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