Private Banking & Trust – a private banking service for private or family wealth, providing access to the full range of banking services and products through our parent company, AmeriServ Financial, combined with our Portfolio Construction services, and coordinated through your investment management team at West Chester Capital. Access to trust and the suite of financial planning (tax-estate-philanthropic) services also coordinated through the private banking relationship.

Appropriate for all private investors seeking a simplified relationship, combining a fiduciary quality investment program with access to trust, banking, credit and planning services, coordinated through a single vendor. Available with a minimum of $1 million in investable assets.

Hedging – a service for private investors or institutions with a desire to hedge their exposure to large blocks of stock, sectors or markets, while maintaining the large block or other position due to preference, company requirements or investment policy mandates. Our extensive experience in the derivative markets enables us to partially or fully hedge or modify most exposures in the equity markets through the vast array of derivative instruments and liquidity available.

Appropriate for both private investors and institutions concerned about an oversized exposure they prefer or are mandated to keep, yet seeking either enhanced returns or income from the position, or reduced risk. Available on a case by case basis for a flat fee.

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