Wealth & Finance July 2017

Wealth & Finance International 40 Thoughtful, Helpful and Personal ryn Mawr Bank Corp, headquartered in Bryn Mawr, Penn- sylvania was founded in 1889, has $3.29 billion in corporate assets and $11.73 billion in wealth assets under manage- ment, administration, supervision and brokerage at 3/31/17. Bryn Mawr Trust operates 25 full service retail bank locations, 8 limited access retirement community locations in Montgomery, Chester, Delaware and Philadelphia Counties in Pennsylvania and New Castle County, Delaware and one limited service branch banking location in Hershey, Dauphin County, Pennsylvania. BMT also serves clients through its wealth, private banking and insurance divisions in addition to leasing, mortgage and commercial lending divisions. Delivering professional service just that way, all the time, is the unique principle that guides Bryn Mawr Trust’s activities. It’s all done by some of the best financial experts in the region. Our value proposition is straightforward: • Provide the highest quality banking, investment and insurance services; • Maintain a team of well-trained professionals who understand that a friendly and prompt service is of the utmost importance to our clients; • Ensure that our clients have access to senior management, includ- ing the president and; • We have been an independent local bank and trust company for over a century - and we continue to be committed to making the Philadelphia area a better place - for residents and businesses. Bryn Mawr Trust is a wholly owned subsidiary of the Bryn Mawr Bank Corporation, a one-bank holding company publicly held and traded on NASDAQ (BMTC). Our headquarters are in Bryn Mawr, Pennsylvania, 12 miles west of Philadelphia. Our employees make Bryn Mawr Trust a great place to work. Here, you can make an impact. We are focused and committed to our people, lead- ership, customer experience, operational excellence and recognition. Most people use multiple accounts to best fill their differing short term and long term savings needs. No matter your need, you’re sure to find the right mix in these FDIC-insured accounts, with a range of interest rates, terms and access to your money. Amongst our many services, we provide wealth management services. With our knowledge, experience, a history of service and people who excel at what they do; it’s what makes Bryn Mawr Trust a world-class wealth management and investment firm, earning our clients’ trust for over a century. We provide a full range of services—investment strategies, trust oversight, philanthropic advising, private banking and more—with just one focus: to protect and grow your wealth. One aspect of our wealth management services is investment man- agement; indeed, we offer goal-driven investment solutions. With a client-focused approach to investing, Bryn Mawr Trust provides sound, individually designed investment strategies to meet your specific income and growth objectives. We combine the global reach of Wall Street with the personal approach of Main Street, right in your own backyard. A personal wealth advisory team works with you to determine your requirements for income, growth, liquidity, and preservation of capital, while analysing your risk tolerance, time and tax constraints. The finan- cial picture that emerges serves as a framework for a portfolio that fulfils your investment objectives. • We determine risk and liquidity preferences based on your specific needs and investment goals; • Utilising a unique investment selection process, we evaluate companies and funds (managed externally and internally) to fit your growth and fixed income needs; • Working as independent advisors, we can give clients objective ad- vice and choose investment options to build a diversified portfolio; • We are proactive and continually review your portfolio to monitor risk and return; • We look for high-quality investment options that provide consistent growth over time and; • We communicate regularly with clients, providing updates, trends and other important financial news as well as quarterly reports. In closing, our approach to wealth management is simple. We partner with you. A personal wealth advisory team, including credentialed pro- fessionals and leaders in their field, works with you to develop a wealth management strategy designed to address those needs and goals. We work with your lawyers, CPAs and other counsel involved with your personal wealth, if appropriate. An additional point is that, as in every good partnership, we are in it for the long haul. We stay engaged with you, continually reviewing your plan and updating it to fit in with your changing needs. Since 1889, the professionals at Bryn Mawr Trust have focused on helping individuals, families, businesses and organisations create, manage, preserve and transfer wealth. We invited the firm’s John Harrison to write about the firm’s work, including some of the wealth management services they offer. B 1706WF08