2026 Economic & Market Outlook: Late-Cycle Resilience
Our Investment Strategy Group analyzes Federal Reserve monetary policy, inflation differentials, corporate margin sustainability, and asset class positioning.
Independent Fiduciary Trust Company • Est. 1956
An unwavering focus on wealth and investment management
Our independent ownership, continuous innovation, and enduring fiduciary commitment have made us a trusted steward for families, endowments, and entrepreneurs for more than 70 years.
Universe of One
A Perfectly Positioned Boutique Wealth & Investment Manager
With an optimal four-to-one client-to-employee ratio, we offer clients the depth and infrastructure of a major financial institution without sacrificing the intimate, conflict-free objectivity of an independent trust company.
Private Wealth Management
Empowering your confident pursuit of purpose, passions, and legacy.
We tailor holistic wealth strategies that evolve alongside your life stages. From tax-efficient core-satellite portfolio construction to multi-generational estate planning and corporate trustee administration, your advisory team operates as an unconflicted fiduciary partner.
- Comprehensive goals-based financial planning and cash-flow modeling
- Discretionary and non-discretionary investment management across global markets
- Over 65 years of corporate trustee experience preserving family capital
Ultra-High-Net-Worth Advisory
Multi-generational continuity for complex family enterprises.
Engineered specifically for families and single-family offices with estates exceeding $50 million. We provide comprehensive aggregated balance sheet reporting, entity administration, lifestyle advisory, and cybersecurity vulnerability audits.
- Multi-entity consolidated wealth accounting (partnerships, LLCs, family trusts)
- Inter-generational family assemblies and next-generation financial stewardship education
- Direct coordination with external CPAs, estate litigators, and valuation experts
Institutional OCIO Platform
Driven by your mission, focused on your long-term success.
Serving colleges, private foundations, independent schools, and healthcare systems. As your Outsourced Chief Investment Officer (OCIO), Glenmede assumes day-to-day discretionary portfolio management while helping your investment committee fulfill its fiduciary governance obligations.
- Investment Policy Statement (IPS) design aligned with UPMIFA standards
- Unitized sub-account tracking for endowed scholarships and restricted gifts
- Institutional pricing, manager research, and audit-ready Form 990-PF schedules
Business Owners Advisory
Navigating the intersection of enterprise equity and personal wealth.
From initial capitalization and rapid scaling to pre-liquidity exit planning, our Business Owner Advisory team stress-tests personal financial independence to ensure founders maintain their desired lifestyle independent of enterprise outcomes.
- Pre-liquidity trust structures: Grantor Retained Annuity Trusts (GRATs) & SLATs
- Qualified Small Business Stock (QSBS Section 1202) capital gains exclusion planning
- Succession modeling: Private equity transactions, management buyouts, or family transfer
Values-Aligned Investing
Aligning capital with environmental, social, and ethical priorities.
Formally launched in 2014, Glenmede's Sustainable & Impact Investing group builds customized public and private portfolios targeting competitive risk-adjusted financial returns alongside measurable real-world outcomes across four pillars: Broad Sustainability, Climate Change, Inclusion, and Empowerment.
- Four implementation approaches: Integrated, Mandated, Thematic, and Concessionary
- Consecutive winner of the WealthBriefing Wealth for Good Award (2024, 2025, 2026)
- Rigorous carbon intensity and diversity metrics integrated into annual client reporting
Glenmede Investment Management LP (GIM)
Aligned. Consistent. Transparent. Institutional Asset Management.
Our institutional affiliate offers proprietary active equity, liquid alternative, and fixed income strategies distributed via mutual funds and separately managed accounts (SMAs) to financial consultants, RIA platforms, public pensions, and corporate retirement plans.
- Disciplined quantitative modeling combined with fundamental stock selection
- Sub-advised institutional funds available through major custodial clearinghouses
- Direct access to senior portfolio managers and research teams
Market Commentary & News
Insights from Our Investment & Planning Strategists
Explore our latest macroeconomic forecasts, tax and estate analyses, and broadcast appearances across Bloomberg and CNBC.
Glenmede Continues Its Strategic Investment in Senior Talent
Appointments of Louis Porta, Christina Duffy, Michael Novak, Jack Glending, and Steven Kaczynski Jr. expand senior wealth planning and fiduciary expertise across key regional markets.
Investing in Artificial Intelligence: Balancing Innovation with Responsibility
Examining the structural rise of generative AI alongside data privacy protections, energy-efficient data center computing, and corporate algorithmic fairness.
Industry Trust & Recognition
Featured in Leading National Financial Publications
PAM Awards 2026
Women in Wealth Advocate of the Year
Honored by Private Asset Management (PAM) for industry leadership in wealth education, female executive mentorship, and family legacy stewardship.
WealthBriefing 2024–2026
Wealth for Good Award Winner (3 Consecutive Years)
Recognized for best-in-class sustainable portfolio integration, quantitative impact reporting, and mission-aligned advisory services across the Americas.
Enduring Partnership
We're here to help
Connect directly with our multi-disciplinary wealth planners, portfolio managers, and corporate fiduciary specialists to review your balance sheet or institutional endowment.