Provident Trust's goal is to utilize a focused multi-cap core growth equity strategy to increase their clients' inflation-adjusted purchasing power over successive market cycles. They believe a compact, flexible and client-focused firm possessing both investment management expertise and fiduciary trust powers can provide value to families and businesses.
Total AUM: $2.99B+
Years in Business: 20
Accounts Under Management: 1,170
Principals:
Michael Schelble, President
James Harkness, Chief Executive Officer
Contact:
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
(262) 521-2300
