Bryn Mawr Trust Launches SEC-Registered Mutual Fund

BRYN MAWR, Pa., Aug. 15, 2017 (GLOBE NEWSWIRE) — Bryn Mawr Bank Corporation (NASDAQ:BMTC), parent of Bryn Mawr Trust (BMT), announced today that it has formed a new subsidiary, BMT Investment Advisers, and launched an SEC-registered mutual fund, the BMT Multi-Cap Fund (the Fund).

“We are extremely excited and optimistic about the launch of the BMT Multi-Cap Fund,” said Frank Leto, President & CEO of Bryn Mawr Trust. “It allows BMT to offer our strategic investment expertise to the mass market with this broadly diversified mutual fund focused on equity investments. The Fund streamlines our investment process and will allow us to serve even more clients, expanding our opportunity to become a trusted advisor to more investors.”

Gary Madeira, Executive Vice President and head of BMT’s Wealth Management Division, added, “In addition to better serving clients across the Wealth Management Division, the BMT Multi-Cap Fund will provide clients who have investable assets that are less than our standard minimum with the opportunity to invest in our proprietary investment strategy in a fully diversified way. It will offer daily pricing and seek to provide liquidity, while adhering to strict standards of regulatory oversight.”

The BMT Multi-Cap Fund is a series trust under BMT Investment Funds (a Delaware Statutory Trust) and is managed by BMT Investment Advisers.

Ernest Cecilia, Senior Vice President and Chief Investment Officer at BMT, and Andrew Keefer, Senior Vice President and Director of Equity Research at BMT, are the portfolio managers primarily responsible for the day-to-day management of the Fund.

The Fund is long-only and will seek to provide long-term capital appreciation and a moderate level of current income by investing in equity securities of publicly traded companies across the full capitalization strata: large, mid, and small-cap firms.

The equity securities in which the Fund will invest can include common stocks, preferred stocks, convertible securities, and securities of other investment companies. Under normal market conditions, the Fund will invest at least 80 percent of its net assets in equity securities of publicly traded companies.

Fund shares are available to existing BMT clients, by direct purchase, and through financial intermediaries.

Quasar Distributors, LLC, a wholly owned subsidiary of U.S. Bancorp, is serving as the Fund’s distributor.

Diversification does not assure a profit or protect against loss in a declining market.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the Fund, and it may be obtained by calling 866.268.4701. Read it carefully before investing.

The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment. The Prospectus is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.

Mutual fund investing involves risk. Principal loss is possible. The Fund invests in mid-cap and small-cap companies, which involves additional risks, such as limited liquidity and greater volatility. The Fund may invest in debt securities, which typically decrease in value when interest rates rise. The Fund may invest in other investment companies; to the extent it does so, an investor will indirectly bear the principal risks and its share of the fees and expenses of the underlying investment companies.

Securities: Not a Deposit; Not FDIC Insured; No Bank Guarantee; May Lose Value

About Bryn Mawr Trust
Bryn Mawr Bank Corporation (NASDAQ:BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (founded in 1889; headquartered in Bryn Mawr, Pa.), is a locally managed financial services company providing retail and commercial banking, trust administration and wealth management, and insurance solutions. Bryn Mawr Bank Corporation has $3.44 billion in corporate assets and $12.05 billion in wealth assets under management, administration, supervision, and brokerage (as of 6/30/2017). For more information, visit www.bmtc.com.