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West Chester Capital Advisors, Inc.

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West Chester Capital Advisors, Inc.

Profile:

West Chester Capital manages fiduciary quality portfolios and investment programs for individuals and institutions within a framework of openness, integrity, objectivity and rigorous client advocacy.

Founded in 1994, West Chester Capital is a registered investment advisor managing $150 million of client assets. Located in West Chester, Pennsylvania, West Chester Capital is a wholly owned subsidiary of AmeriServ Financial, a publicly held bank and trust company, headquartered in Johnstown, Pennsylvania. AmeriServ is a $1 billion bank with a trust company administering $1.8 billion in client assets.

Overview:

We are investment professionals, not simply relationship managers or distributors for other enterprises.

We have our own opinions, insights and perspectives.

We combine a unique range of capabilities with our progressive business model. We are permanent students of successful investing and vigorously seek to combine the best investment theory with the best practices in all the critical disciplines of the investment management business. We remain open to new ideas in the ever changing investment landscape, yet we are always mindful of the timeless tenets of successful investing.

Everything we do is rooted in the premise that every investor, whether an individual or institution, is investing to fund a known or forecasted liability.

At West Chester Capital, our investment strategies and services are designed to help investors achieve their goals, whether they hire us for a single portfolio strategy, or to organize and manage an integrated fiduciary quality program. While we must evolve and adapt, our mission remains unwavering: to help our clients fund their liabilities in the most direct and efficient manner. Throughout our relationship, we keep them informed and educated about the recommendations we make, the actions we take on their behalf, and the results we deliver.

Minimum Investable Assets: $1 million

Net Worth of largest client: $25 million

Asset Under Management: $160 million

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