The Advantage of Integrated Solutions

With capital markets, investment theory and practices evolving continually, rethinking what a quality investment strategy comprises is a never-ending exercise. New securities, products and knowledge continue to expand the opportunity set of potential investments and allocations.

What are you looking for?

At West Chester Capital, we combine our experience, insights and judgment, with our unique capabilities and approach, to offer a range of investment strategies and services designed to enhance return potential, manage risk, increase efficiencies and control costs. We are investment professionals and practitioners, not merely relationship managers or re-sellers for other vendors. As permanent students of successful investing, we remain open to new perspectives and thinking, while adhering to the eternal truths.

Every individual, whether an individual or an institution, is investing to fund a known or estimated 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 unchanged: to help our clients fund the liabilities in the most direct and efficient manner. Throughout, we keep them informed and educated about the recommendations we make, the actions we take on their behalf and the results we deliver.

Timeless Truths, New Perspectives -- How They Can Work for Your Portfolio

Our combination of portfolio management, asset allocation and risk-hedging expertise make West Chester Capital an investment advisor with unique capabilities and advantages--an unparalleled choice for meeting your investment needs. Our pure advisory approach ensures maximum objectivity in our decision-making and recommendations--your goals and objectives are the sole standard in managing your portfolio. Our services and strategies offer the best potential for both seizing opportunity and protecting against market risks. Our low cost structure allows us to offer these services and strategies very cost effectively.

Find out how a relationship with West Chester Capital can help you achieve your investment goals, while limiting risk and costs.

Portfolio Evaluation - $99 Flat Fee

In the aftermath of an historically challenging market, many individuals and institutions are wondering where they stand...what their asset allocation is, what it should be, what exposures they have, what risks are imbedded in their portfolio, and finally, how far they are now from their goals. Do you have the right allocation, risk exposures and vendor? Are you paying too much? What could you be doing better? For a flat fee of $99, we will deliver an analysis of your current portfolio, holdings, allocation, and costs. Send an e-mail to: inquiry@wccadvisors.com with the word "evaluation" in the subject line and we will contact you to gather the required information.

View All Recent News

West Chester Capital Launches Suite of Passively Managed Hedged Strategies. See the News Release.
July 7, 2009 -- Known as Options Based Portfolio Management Strategies (OBPMS), these hedged strategies have historically delivered superior risk adjusted returns. Over the market cycle, these strategies have historically outperformed their long-only benchmarks, with significantly less risk. For these strategies, beta is alpha. And low cost is the best way to get beta.
See the Paper on OBPMS>>

Visit Our Blog to See and Answer the Question of the Month for June:
Is Buy and Hold Investing Dead, Just Shellshocked or More Relevant Than Ever? www.wccadvisorsblog.com

West Chester Capital and the Options Industry Council to Co-Sponsor Investor Event at the CCCBI on June 11, 2009
May 29, 2009 -- West Chester Capital is collaborating with the Options Industry Council to co-sponsor an event for investors large and small at the Chester County Chamber of Business and Industry on June 11th. Most investors are seeking tools and techniques to re-build their portfolios. West Chester Capital and the OIC will present a number of strategies and techniques to enhance returns and mitigate risk. All are welcome. There is no charge for the event but beware...you might learn something.
See the Invitation>>

West Chester Capital Issues Brief on Options Based Portfolio Management Strategies - OBPMS
May 12, 2009 -- Risk is real. It is no longer an abstract concept. After the past 18 months, portfolios large and small have been decimated. Investors need returns and risk management more than ever. OBPMS sit squarely in that sweet spot, delivering better returns than the S&P 500, with significantly less risk. Read our brief on options based strategies and the benefits they can bring to your portfolio, whether you are a large or small investor.
Read the brief>>

Economic Downturn Survey Results
March, 3, 2009 -- Results from our recent survey on the economic downturn..."If the economic downturn is a nine inning baseball game, in your estimation, what inning are we in?" The results may surprise you.
Read more >>

Buy Low, Sell High
This timeless truth has never been truer or more emotionally demanding. It takes discipline and fortitude to take advantage of the compelling valuations in both equities and corporate bonds.
Read more >>

James D. Harrington, CFA Joins West Chester Capital as Principal and Senior Advisor
Investment industry veteran Jim Harrington joins West Chester Capital. "We are pleased to have such a quality professional join us." said Tom McKeon. "Jim brings a wealth of experience on both the plan sponsor and investment advisory side of the fence. Importantly, he has the right credentials, and an identical philosophy about objectivity and competence in the delivery of investment advisory services. He adds depth and a new perspective to our team."
Read more >>

Our Website. Our Words.
West Chester Capital's website tries to address the concerns of serious investors looking for integrated services from strategically focused investment professionals.

Access Advocacy and Resources.
West Chester Capital offers a central point for integrated resources and capabilities that deliver a comprehensive range of investment strategies and services.