Managers

Portfolio assets are divided among the following investment management firms, selected for their expertise in one or more asset classes.  Each firm charges negotiated investment management fees, which includes custodial and fund fees.  Portfolio returns are recorded net of investment fees.

The CommonFund
15 Old Danbury Road
PO Box 812
Wilton, CT 06897-0812

Ephrata National Bank
P.O. Box 457
Ephrata, PA 17522-0457
 
Fulton Financial Advisors
One Penn Square
Lancaster, PA  17602-2853

Gardner, Russo, and Gardner
223 E. Chestnut Street
Lancaster, PA  17602-2705

Hazlett, Burt, and Watson
100 East King Street, 3rd Floor
Lancaster, PA  17602

M&T Bank
1703 Oregon Pike
Lancaster, PA 17601
 
Mellon Private Wealth Management
28 Penn Square, 2nd Floor
Lancaster, PA  17603-3870

Sterling Financial Trust Company/Church Capital
101 North Pointe Boulevard
Lancaster, PA  17601-4133

Wachovia Wealth Management/Evergreen
100 North Queen Street
Lancaster, PA  17604