The Board of Directors of the ARC Community Trust of Pennsylvania (“ACT Board”) has adopted this Investment Policy Statement (the “IPS”) in recognition of its responsibility to supervise the investment of assets held in the various trusts for which the ARC Community Trust of Pennsylvania (“ACT”) serves as trustee and to provide direction to the independent professional investment managers (the “Investment Managers”) engaged from time to time to assist ACT in this regard. Any amendment or modification of this IPS must be in writing and be adopted by the ACT Board upon recommendation of the ACT Board’s Investment Committee.
This Policy is intended to be a public document available to the beneficiaries of the trusts administered by ACT and any interested party. With respect to a particular trust, ACT or its Investment Managers may act contrary to the directives or limitations contained in this IPS, where that trust contains instructions within the Trust requiring the Trustee to act in a manner that is inconsistent with this IPS. For example, if a particular Trust document requires the Trustee to invest trust assets in a manner that provides for less diversity of investment than would be required by the terms of the IPS, ACT may comply with the terms of the Trust without being deemed to be in violation of this IPS. Any deviation with respect to a particular trust will be noted by separate memorandum setting forth the language in the trust concerning the investment and will be transmitted to the Investment Managers and the trust beneficiary or his or her representative.
If you have any questions regarding the investment policy please feel free to contact tour Trust Administrator or our office. 610-265-4788
Investment Policy Statement
Pooled Trust Investment Management
The Wealth and Trust Management Division of Univest Bank and Trust Co., is a vital, growing financial institution with deep ties to its local communities. Throughout our rich history spanning more than 139 years, Univest has become a financial keystone among local communities of Southeastern Pennsylvania – serving Philadelphia, Bucks, Montgomery, Chester and Lehigh Counties. Univest Trust and Univest Foundation, combine to provide services to over 80 not-for-profit organizations. Univest’s core values: Tradition, Integrity, Excellence, Community and Spirituality, have allowed Univest to maintain its excellent reputation for both financial solutions and customer service throughout our area.
Special Needs Trust Investment Management
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services. Redwood Wealth Management Group serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources. Redwood Wealth Management Group has affiliated with Charles Schwab Advisory Services to “custody” client accounts, including individual and joint accounts, IRAs, trust accounts, etc.
Our qualified, experienced team is committed to helping you achieve your financial goals.