Personal Trust Services
The National Bank of Malvern has a
full service Personal Trust Department to assist you in managing
and protecting your assets. We have been providing
personal trust services for a number of years to our local
community. Our experienced trust staff offers personalized trust
administration and support for a variety of fiduciary needs.
The National Bank of Malvern offers
the following services:
- Revocable or Testamentary Trust
Administration, either as trustee or co-trustee
- Estate Administration, as
executor or agent for executor
- Special Needs Trusts
Administration
- Investment Management
The National Bank of Malvern partners
with J. Steven Smith, CFA of Parvin Asset Management for
investment advisory services. Mr. Smith has over forty years of
experience in securities analysis, corporate valuation, and
portfolio management and is the managing director at Parvin
Asset Management.
Please give us a call at 610-647-0100
for more information regarding our trust department.
**Not FDIC Insured.
Not Bank Guaranteed. May Lose Value. Not Guaranteed
by any Government Agency. Not a Bank Deposit**
