Our asset allocation approach is disciplined and performance-centric.

By combining the attributes of quantitative, technical and fundamental research, the West Chester Capital Advisors, Inc. Asset Allocation Program develops an investment strategy that incorporates your overall goals.

Our Approach

We start by defining your risk and return parameters, then determine whether a tactical or strategic asset allocation policy is right for you. After we implement your policy mix, we’ll continue to monitor and rebalance the strategy as needed while providing constant communication every step of the way.

Whatever your investment needs, our program includes distinct model portfolios that meet a wide range of investment objectives.