We believe that most individuals with significant assets are looking for one advisor to organize their investment program. Most individuals would also benefit from having their significant assets managed in an institutional framework, encompassing the entire range of duties demanded by both prudency and best practices. We invite individual investors to examine our Portfolio Construction and Private Banking services first. These services organize a complete investment program including: an asset and liability study, investment policy formation, asset allocation and portfolio construction recommendation, product/manager evaluation and selection, re-balancing and reporting, all implemented through your investment team at West Chester Capital.

The Portfolio Construction strategies are a range of investment program offerings, each organized around the institutional investment process. Investment vehicles used to implement the programs include: separate accounts, limited partnerships, no-load mutual funds, exchange traded funds and trust accounts. Private Banking adds access to a level of banking services provided by our parent company, AmeriServ Financial, but coordinated through your team at West Chester Capital. Our only objective is to fund your goals, objectives and liabilities in the most efficient possible manner.

For individuals seeking single asset class strategies, we invite you to examine our Large Cap Core Equity and our Large Cap Equity Income strategies. These portfolios are traditional equity portfolios seeking to outperform their benchmarks over a market cycle through intensive research, quantitative expected return modeling, and moderate security and sector concentration.

For individuals seeking hedged strategies, we invite you to examine our two hedged equity strategies: the Active Buy-Write portfolio and the Long Stock-Long Index Puts portfolio. Both of these strategies seek to either enhance equity market returns, buffer market volatility, limit portfolio risk, or all three. These strategies trade off some upside return potential for the return enhancement and risk reduction.