An unwavering focus on wealth and investment management
You have worked hard – and you have been rewarded. The next step is finding a trusted wealth partner with the experience you need and deserve.
A trusted partner to manage your wealth
Although your payout from the Baker Tilly transaction is a well-deserved reward, it can also be overwhelming. Significant wealth necessitates a comprehensive, tailored plan from a partner you can trust.
Glenmede’s planning, fiduciary and investment capabilities have successfully served individuals and families for over 65 years. Our experienced professionals can guide you through the dimensions of wealth as we personalize a comprehensive strategy designed for your unique needs and goals.
Glenmede At-A-Glance
Privately owned and independent, our values and commitment have and will continue to guide a long-term perspective for our clients.
Glenmede is the recipient of Family Wealth Report’s award for Fiduciary or Trust Services
An Uncommon Level of Service
Being proactive and creating a wealth plan today will help increase the likelihood of success tomorrow. We believe that a planning-led, investment aligned approach maximizes the potential for you to achieve successful outcomes.
Goals-Based Wealth Management
First, we will build a comprehensive and coordinated plan that aligns your unique circumstances and goals with your values, family dynamics and long-term vision for your legacy.
Our proprietary Goals-Based Wealth Management process can help you visualize the complex relationship between goals, investments, risk and wealth planning alternatives across different scenarios. Together, we prioritize your wealth into three capital pools, each with its own time horizon, risk characteristics and investment strategies:
- Lifestyle- Money to support short-term goals and long-term lifestyle needs
- Legacy– Assets and values to transfer to subsequent generations
- Philanthropy– A strategy for funding philanthropic interests
Investment Management
From there, we construct a long-term investment plan that aligns with your goals-based wealth plan and your investment objectives. It includes a diversified portfolio that seeks to capitalize on rising markets and protect against significant losses if they decline.
Our investment philosophy is rooted in the belief that:
- Robust portfolio construction includes diversification by asset class, style and geography.
- Rigorous risk management is key to wealth preservation.
- Active and passive investment strategies are complementary.
Explore Our Wide Range of Services
Your Dedicated Team
We believe that customized advice and services should be delivered by tenured professionals who are personally familiar with your needs and objectives. From the outset, you will have a dedicated team whose sole focus is to deliver the full range of our capabilities and resources, oversee streamlined communications, ensure accountability remains in clear view and collaborates with your personal advisors.
