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, Irrevocable and 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-five 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**