Flexible. Experienced. Core Manager.
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $3 million or more and a proprietary mutual fund.
Provident provides integrated financial forecasting, portfolio management and trust services for our clients.
Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Please contact our office at 262-521-2300 to learn more about Provident Trust Company.