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Asset Management

The Berks Community Trust manages its assets with the assistance of Susquehanna Trust and Investment Company. We selected Susquehanna because of its excellent reputation as a trust company and its particular expertise in the area of special needs trust administration.

Trust assets are invested in accordance with an investment policy developed by the trustees. Our primary goal is to protect and preserve the assets entrusted to us, but we also strive to grow those assets responsibly so they are available throughout the beneficiary's life.

We welcome the opportunity to discuss how we will manage the assets you contribute to the Berks Community Trust. Our investment plan for your trust will depend on a variety of factors including the amount placed in the trust account, the projected needs of the beneficiary and the likely duration of the trust.