Almanack Investment Partners

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. The group had consolidated assets of $125 billion as of December 31, 2005, and had consolidated revenues of $5.5 billion in 2005. Through its wealth accumulation, retirement income and wealth protection businesses, the company provides annuities, life insurance, 401k and 403b plans, savings plans, mutual funds, managed accounts, institutional investment, and financial planning and advisory services. Lincoln National Corporation is headquartered in Philadelphia.

Ellis Investment Partners, located in Berwyn, PA, focuses on helping clients achieve their financial needs and objectives by emphasizing integrity, family, and quality of life. Their services include investment management, financial planning, trust investment management, and third-party investment advisory, all aimed at navigating the complexities of capital markets. With a team of experienced professionals, including a CFA President and Senior Portfolio Managers, Ellis Investment Partners emphasizes the importance of annual financial plan reviews and expert guidance to adapt to changing market conditions. They combine their investment management expertise with the capabilities of outside trust companies to provide comprehensive financial solutions to their clients. Generated from the website

Pennsylvania Trust Company, established in 1986, offers a range of investment strategies to individuals, families, foundations, and companies at their Wayne, PA location on the Main Line. Their services include growth, fixed income, equity income, and social responsibility investments, as well as financial planning and tax assistance to meet the diverse needs of their clients. Generated from their available business information