Strategic Allocation & Architecture – A comprehensive holistic investment program, encompassing a full strategic asset allocation and architecture, and designed to allow clients to fund their investing goals in the most efficient and risk averse manner. Implemented through a program utilizing a broad array of asset classes, and access to proprietary and sub-advised portfolio strategies. Vehicles to accomplish the investment program may include; separate accounts, no-load mutual funds, exchange traded funds, common and collective funds, and limited partnerships.

Appropriate for private clients and institutional investors seeking a single enterprise who can organize and implement a comprehensive fiduciary quality investment program, limiting costs, and encompassing the full range of investment oversight and management duties. Available under three different programs, with minimum accounts ranging from $100,000 to $1 million.

Targeted Return Strategies – Asset allocation driven strategies targeting both return and risk levels. Designed to give investors the best chance to reach their return target and asset goals, over a market cycle, while minimizing portfolio volatility. Clients can choose from a range of targeted return and risk budgets to meet their objectives, and stay invested through whatever turmoil the economy and market endures.

Appropriate for private clients and small institutions seeking to earn a minimum level of returns over the market cycle, trading off some upside potential for greater certainty of achieving a target return, with lower portfolio volatility. Minimum investment is $100,000.

Multi-Manager Institutional Strategies – Full fiduciary investment program combining portfolio construction and asset allocation, manager selection and portfolio management in multiple asset classes and styles through institutionally priced sub-advisors.

Appropriate for small to middle market institutions and significant private wealth seeking a full institutionally organized and priced fiduciary quality program, coordinated through a single vendor and relationship management team at West Chester Capital. Minimum account is $2 million.

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401(k) – A comprehensive and fully unbundled defined contribution service, combining a full array of no-load mutual funds as well as institutionally managed and priced collective funds offering access to institutional managers plus several unique and proprietary investment strategies. Recordkeeping, online access, enrollment, plan documents, testing and trusteeship with fully transparent pricing, all coordinated through one enterprise. As a registered investment advisor, we also offer plan and participant specific investment advice and recommendations.

Appropriate for all defined contribution plan sponsors seeking a higher level of plan and participant advice, participant results and satisfaction, and cost transparency. No minimum plan size.

The Advo(k)ate– A newsletter offering a broad range of investment advice targeted to 401(k) participants. Topics will include: asset classes and return expectations, investment vehicle and fund recommendations, cash flow and funding examples, strategic allocation advice, regulatory and fiduciary advice, and more. Free to our 401(k) clients and available for an annual fee of $89 for everyone else.

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