---
title: Your Trusted Partner
---

[![](https://info.glenmede.com/hubfs/raw_assets/public/GLM%20Web%20Theme%20-%20no%20GlenmedeConnect/images/dark-logo.svg)](https://www.glenmede.com/)

- [About Us](https://www.glenmede.com/about-us/) 
    - [Who We Are](https://www.glenmede.com/about-us/#who-we-are)
    - [Our History](https://www.glenmede.com/about-us/#our-history)
    - [The Board](https://www.glenmede.com/about-us/#the-board)
    - [Our People](https://www.glenmede.com/about-us/#our-leadership)
    - [Careers](https://www.glenmede.com/careers/)
- A True Partnership 
    - [Individuals & Families](https://www.glenmede.com/private-wealth-management/high-net-worth-individuals-and-families/)
    - [Family Office Services](https://www.glenmede.com/private-wealth-management/family-office-services/)
    - [Foundations](https://www.glenmede.com/endowments-foundations/foundation-investment-management/)
    - [Sustainable & Impact Investing](https://www.glenmede.com/sustainable-impact-overview/)
    - [Endowments](https://www.glenmede.com/endowments-foundations/endowment-foundation-management/)
    - [Financial Intermediaries](https://www.glenmedeim.com/)
- [News & Insights](https://www.glenmede.com/news-insights/)

[![Contact Us](https://no-cache.hubspot.com/cta/default/23579600/c4c39f23-46ff-492e-9f41-770fb4a0aeb5.png)](https://cta-redirect.hubspot.com/cta/redirect/23579600/c4c39f23-46ff-492e-9f41-770fb4a0aeb5)

- [About Us](https://www.glenmede.com/about-us/) 
    - [Who We Are](https://www.glenmede.com/about-us/#who-we-are)
    - [Our History](https://www.glenmede.com/about-us/#our-history)
    - [The Board](https://www.glenmede.com/about-us/#the-board)
    - [Our People](https://www.glenmede.com/about-us/#our-leadership)
    - [Careers](https://www.glenmede.com/careers/)
- A True Partnership 
    - [Individuals & Families](https://www.glenmede.com/private-wealth-management/high-net-worth-individuals-and-families/)
    - [Family Office Services](https://www.glenmede.com/private-wealth-management/family-office-services/)
    - [Foundations](https://www.glenmede.com/endowments-foundations/foundation-investment-management/)
    - [Sustainable & Impact Investing](https://www.glenmede.com/sustainable-impact-overview/)
    - [Endowments](https://www.glenmede.com/endowments-foundations/endowment-foundation-management/)
    - [Financial Intermediaries](https://www.glenmedeim.com/)

[![Contact Us](https://no-cache.hubspot.com/cta/default/23579600/c4c39f23-46ff-492e-9f41-770fb4a0aeb5.png)](https://cta-redirect.hubspot.com/cta/redirect/23579600/c4c39f23-46ff-492e-9f41-770fb4a0aeb5)

#### Contact Us

# A Trusted Partner for You and Your Clients

Our independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for more than 65 years.

 

![GettyImages-104821318 (1)](https://info.glenmede.com/hubfs/PRW%20Assets/GettyImages-104821318%20(1).jpg)

## A Balance of Strength and Size 

Privately owned and independent, we have the scale to provide a wide range of expertise and solutions—and are appropriately sized to foster personal and enduring relationships.

![PRW-CAM-002-Z01_BalanceStrength_1](https://info.glenmede.com/hs-fs/hubfs/PRW-CAM-002-Z01_BalanceStrength_1.png?width=700&height=367&name=PRW-CAM-002-Z01_BalanceStrength_1.png "PRW-CAM-002-Z01_BalanceStrength_1")

## The Glenmede Difference

A partnership with Glenmede means you do not have to compromise. You work hard for your clients, and so do we.

- Low client-to-employee ratio providing an enhanced level of personalized service
- Dedicated relationship team offering customized advice and solutions
- Personalized discretionary investment and wealth management
- Agile risk and liquidity management
- Direct access to experienced professionals across the company
- Exclusive focus on investment and wealth management—we do not underwrite securities, make loans, or sell insurance products.

![About GLM-03_v2](https://23579600.fs1.hubspotusercontent-na1.net/hub/23579600/hubfs/PRW%20Assets/About%20GLM-03_v2.png?width=1200&length=1200&name=About%20GLM-03_v2.png)

![Years of Experience](https://23579600.fs1.hubspotusercontent-na1.net/hub/23579600/hubfs/PRW%20Assets/about%20glmv02-01.png?width=1200&length=1200&name=about%20glmv02-01.png)

![About GLM-02](https://23579600.fs1.hubspotusercontent-na1.net/hub/23579600/hubfs/PRW%20Assets/About%20GLM-02.png?width=1200&length=1200&name=About%20GLM-02.png)

![States in which clients are served](https://23579600.fs1.hubspotusercontent-na1.net/hub/23579600/hubfs/PRW%20Assets/about%20glmv02-04.png?width=1200&length=1200&name=about%20glmv02-04.png)

![](//7528302.fs1.hubspotusercontent-na1.net/hubfs/7528302/raw_assets/public/mV0_d-web-default-modules_hubspot/img/slider-light-image.jpg)

![](//7528315.fs1.hubspotusercontent-na1.net/hubfs/7528315/raw_assets/public/mV0_d-web-default-modules_hubspot/img/slider-dark-image.jpg)

As of 12/31/2025

# Family Wealth Report

Glenmede is the recipient of Family Wealth Report's award for Philanthropy Advice

<https://www.glenmede.com/wp-content/uploads/2024/06/Glenmede_FWR-Acclaim-Magazine-2024.pdf>[![Glenmede_PA_FWRAwards2025 2 (1)](https://info.glenmede.com/hs-fs/hubfs/Glenmede_PA_FWRAwards2025%202%20(1).png?width=400&height=187&name=Glenmede_PA_FWRAwards2025%202%20(1).png)](https://www.glenmede.com/wp-content/uploads/2025/06/Acclaim-PDF-for-website_2025.pdf)

 

# Commitment, Collaboration and Communication

Coordinating with you is essential to helping our clients meet their objectives. Whether that be taking the lead in the relationship or playing a secondary role, every situation is unique and calls for the flexibility that suits your needs.

![PRW-CAM-002-Z01_GLMDifference_2-1](https://info.glenmede.com/hs-fs/hubfs/PRW-CAM-002-Z01_GLMDifference_2-1.png?width=3000&height=2132&name=PRW-CAM-002-Z01_GLMDifference_2-1.png "PRW-CAM-002-Z01_GLMDifference_2-1")

### One Integrated Team

We believe our services should be delivered by tenured professionals who are personally familiar with a client’s needs and who can collaboratively work with their advisors. Our team approach is designed to thoughtfully align our professional resources to complement your areas of expertise.

### Communication & Transparency

We are committed to transparency and open lines of communication in order to understand the scope of our responsibilities as well as yours. A unified approach delivers a superior client experience and increases the probability of our clients achieving their overall goals. Their success is our collective success.

### GlenmedeConnect

As professionals working with Glenmede clients, you have access to GlenmedeConnect, our informative, secure client portal. Through a holistic view, you are able to:

- Safely exchange files
- View tax documents and statements
- Contact your relationship team

# A Full Range of Services

We believe every client is a universe of one. And in order to serve each client's unique needs and goals, we offer a wide range of innovative solutions. 

### Investment Strategy & Implementation 

- Investment policy development
- Custom asset allocation plan
- Ongoing manager research and due diligence
- Manager selection and implementation 
- Ongoing monitoring and tactical rebalancing 
- Discretionary portfolio management 
- Public and private market access
- Ongoing risky and liquidity management 

### Research 

- Proprietary research
- Strategic partnerships with third party providers 
- Timely market commentaries and insights 
- CIO economic and market updates
- Conference calls, webinars and seminars
- Private roundtables with peers

### Reporting

- Custom performance and benchmarking reports
- Consolidated reporting
- Online account access 

### Client Services 

- Coordination with outside advisors
- Regular visits and communication 

### Wealth Advisory 

- Planning services
- Fiduciary and trusteeship services
- Wealth transfer programs
- Family philanthropy strategies
- Tax planning and fiduciary return preperation 
- Budgeting and cash-flow management 
- Family governance and education
- Family legacy programs 

## Contact Us

We look forward to the opportunity to build an enduring relationship that adds value to you and your client's objectives. 

[![](https://info.glenmede.com/hubfs/raw_assets/public/GLM%20Web%20Theme%20-%20no%20GlenmedeConnect/images/light-logo.svg)](https://www.glenmede.com/)

Company

- [About Us](https://www.glenmede.com/about-us/)
- [Locations](https://www.glenmede.com/contact-us/#locations)
- [Contact Us](https://www.glenmede.com/contact-us/)

Services

- [Private Wealth](https://www.glenmede.com/private-wealth-management/)
- [Endowments & Foundations](https://www.glenmede.com/endowments-foundations/)
- [Glenmede Investment Management](https://www.glenmedeim.com/)
- [Sustainable Investing](https://www.glenmede.com/sustainable-impact-overview/)

Legal

- [Terms of Use](https://www.glenmede.com/terms-of-use/)
- [Privacy Policy](https://www.glenmede.com/privacy-policy/)
- [Disclosures](https://www.glenmede.com/disclosures/)
- [Accessibility](https://www.glenmede.com/accessibility/)

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