Hershey Trust Company Distinctions

We are often asked by prospective clients why they should select Hershey Trust Company as their asset manager and/or trustee. That is a great question and one that has multiple answers:

Attentive Personal Service

We offer the best professional-to-client ratio among asset management firms in southcentral Pennsylvania. Our relationship managers and portfolio managers handle one-third to one-half the number of clients our competitors’ professionals are asked to handle. Our staffing complement enables us to provide outstanding personal service!

Outstanding Professionals

Our professional staff average more than 25 years experience in their chosen disciplines. Furthermore, all of them either have advanced degrees or are graduates of advanced training schools ... and most hold professional certifications. Our expertise and experience enable us to offer meaningful and appropriate strategies to develop, preserve and transfer wealth.

Undivided Focus

For most of our competitors, asset management and trust services is one of many business lines they offer in their efforts to be “all things to all people.” Consequently, their asset management and trust operations must compete for corporate resources within their company. Not so with Hershey Trust Company ... 100% of our resources are dedicated to our one business line - providing asset management in the Hershey tradition!

Rock-Solid Stability

Our competitors (and their clients) continue to experience periodic disruption of their staff and service due to mergers, acquisitions, and business restructurings. And what they call “back-shop” work is often done in multiple (and often remote) locations. Hershey Trust Company stands alone in this market as being the same company doing business in the same town from a single location for 100 years. And our unique ownership structure virtually assures that we will continue doing business that way for the next 100 years. You will know who we are, where we are and why we are here — to meet your needs timely, effectively and efficiently!

Tailored Investment and Planning Disciplines

Asset management in the Hershey tradition means we:

take the time to understand your unique needs and wishes;
work with you to develop appropriate investment objectives for your portfolio;
build a tax efficient and diversified asset portfolio that is tailored to meet your investment objectives;
enable you to transfer maximum value to those persons and organizations you care about most when the time comes to do so.

Multi-Style Equity Investment Capability

We provide our investors with opportunities to access the following equity investment styles:

Multi-cap value;
large cap growth;
small cap growth;
international growth;
real estate investment trusts.

Our approach enables our clients to diversify or concentrate their portfolio equity strategies as they choose.