First-Citizens Bank & Trust Company formerly First Cornerstone Bank

Ardent Community Trust (ACT) is a non-profit charitable organization based in King of Prussia, Pennsylvania, dedicated to administering pooled special needs trusts for individuals with disabilities. Established in 2001, ACT has expanded its services to include various types of special needs trusts, such as third-party trusts and educational trusts, aimed at enhancing the lives of those they serve. ACT provides a range of resources, including informative video materials and access to qualified special needs attorneys, to assist families and individuals in navigating the complexities of establishing and managing special needs trusts. Their commitment to education and outreach includes offering speakers on trust-related topics to organizations and groups seeking to understand these crucial financial tools. Generated from the website

The Bank of New York Mellon in King Of Prussia, PA, is a prominent financial institution offering a wide array of investment management services. With a focus on creating, administering, managing, transacting, distributing, and optimizing assets, BNY caters to a diverse clientele across the financial lifecycle. Through its subsidiary, BNY Mellon Investor Solutions, the company provides comprehensive portfolio management and investment advisory services to investors, emphasizing a client-centric approach. Leveraging nearly 50 years of experience in the Outsourced Chief Investment Officer (OCIO) space, BNY Mellon is dedicated to delivering tailored solutions to meet the evolving needs of its clients. Furthermore, the introduction of ETF Model Portfolios showcases BNY Mellon's commitment to innovation and client satisfaction. By offering a sophisticated, outcomes-oriented approach through a range of portfolio models, the company aims to provide clients with more accurate results and a holistic investment experience, reflecting its position as a leading player in the financial services industry. Generated from the website content