A complete list of active advisors currently associated with Provident Trust Company

Warmer can help you find a great advisor at Provident Trust Company or one who fits your needs even better.

Provident Trust Company provides discretionary portfolio management and trust services to a broad mix of clients, including individuals (both retail and high-net-worth), trusts and estates, foundations, and investment companies. It also serves as adviser to an open-end mutual fund (the Provident Trust Strategy Fund) and acts as a model portfolio adviser for unified managed account programs. The firm follows a multi-cap core growth equity strategy described as “Growth at Reasonable Prices,” typically running focused equity portfolios with fewer than 25 U.S. securities and supplementing fixed income exposure with ETFs and individual bonds. Portfolio construction is bottom-up, emphasizes revenue and earnings strength, and includes the ability to adjust equity, cash and bond concentrations in response to market risk; most services are provided on a discretionary basis. Provident operates as a State of Wisconsin‑chartered trust company in addition to its registered investment adviser role, a combination that is uncommon among peers and results in trustee and custodial services alongside investment management. The firm manages a mutual fund and provides portfolio management for investment-company clients while supporting nearly 1,000 client relationships and roughly $6.9 billion in assets with a compact, five-person advisor team, and it focuses on investment and trust services rather than ongoing financial planning.

To learn more about the advisors currently working at Provident Trust Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.