INVESTMENT AND PRIVATE WEALTH MANAGEMENT
Your partner in purpose
At Glenmede Private Wealth, our mission is to empower the confident pursuit of your purpose, passions and legacy through integrated wealth management.
How we can help you
With Glenmede, our clients can access a wide range of solutions to help define and achieve their wealth metrics.
At the center of our wealth advisory approach is our proprietary Goals-based Wealth Management process. This dynamic methodology provides insights from stress-tested scenarios to help you understand your options, make informed decisions and optimize the probability of achieving your desired goals.
We see the value of both active and passive management and help formulate personalized goals-based investment strategies within a tested framework. We build diversified portfolios that aim to maximize returns based on your risk tolerance.
Given our founding as a corporate trustee, and with decades of related experience, clients benefit from the skill, perspective and judgment we bring, as well as the time we take to adequately fulfill a wide range of duties for each fiduciary appointment.
We help you explore and articulate family values to effectively prepare for wealth transfer and build an enduring legacy. Our personalized approach creates a bridge across generations.
Wealth administration is a highly detail-oriented, often complex key to the successful implementation of your wealth plans. We offer the expertise, systems and operating structure for routine or highly specialized administration, and provide you with access to information and reports that help you stay informed and in control.
If you are interested in investing with an emphasis on a particular area, such as the climate, social justice or other targeted interests, we can design a data-driven portfolio that aligns with your intentions.
Putting clients first
We take seriously our fiduciary duties, a conviction that resonates throughout Glenmede as we act in good faith and adhere to a higher standard of loyalty. This mindset, coupled with private and independent ownership, keeps us keenly focused on your investment and wealth management needs.
Partnering with Glenmede
Our low client-to-advisor ratio means you are thoughtfully partnered with a team of interdisciplinary professionals that serves as your bridge from purpose to outcome. From working collaboratively with your family’s external advisors to educating and engaging younger generations, we will work assiduously to support your family’s needs.
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Wealth Advisory & Planning
Establishing Personal Wealth Goals and Preparing a Balance Sheet
Most individuals and families of wealth hold a financial position that is the equivalent of a small business, but few approach their personal finances in that manner. Establishing wealth goals and preparing a personal balance sheet are the first steps in developing a comprehensive Goals-Based wealth management plan.
Sizing Up Real Estate in Portfolio Construction
In today’s global capital markets, many assets are priced above what we consider to be their long-term fair value and trade at valuations well in excess of historical averages. Most assets have re-rated (i.e., recovered a majority of price decline or even above pre-COVID levels) as the global economy continues to improve...
Wealth Advisory & Planning
Philanthropy is an integral part of the American DNA. Today, individual and family donations exceed corporate and foundation grants by a factor of four. Yet, despite their generosity, fewer than half of U.S. donors have a formal giving plan.