In an information driven economy, the transfer of knowledge, the ability for a manager to clearly communicate value in a manner understood by prospects and clients alike, is as critical as the portfolio management function and the delivery of performance.
Take control of your financial future.
West Chester Capital Advisors, Inc. provides a series of strategies, tools and publications so that you remain in charge and in the know about your investments.
SEC Form CRSForm CRS is intended to inform retail investors about:
- The types of client/customer relationships and services the firm offers;
- Fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
- Whether the firm and its financial professionals currently have reportable legal or disciplinary history;
- How to obtain additional information about the firm.
Annual Market SummaryThe annual Market Summary provides a snapshot of the previous year, including an overview on the market, the economy, and a glimpse at the year ahead.
View Market Summary
Market WeekMarket Week publication gives investors a clear view of the market’s week ahead.
View Market Week
Quarterly Market ReviewQuarterly Market Review takes a close look back at the most recent quarter’s economic news
View Quarterly Market Review
West Chester Capital Advisors, Inc. (“WCCA”) is an SEC registered investment adviser. WCCA engages a third party to research and present this information. Past performance is no guarantee of future results. Views and opinions are for the time period presented, are subject to change and are not intended to provide investment advice. While taken from sources deemed to be accurate, WCCA cannot guarantee the accuracy or completeness of the information presented. These reports are provided as a general overview of current markets and therefore are not being presented as a guide for investments, any specific investment recommendation or implies recommendations concerning the manner in which any client’s account should or would be handled, as investment decisions would be based upon a particular client’s investment objectives. For more information regarding WCCA, its services and fees please click on the firm brochure link above (SEC Form ADV Part 2A) or contact us at 814-533-5338 to obtain a copy.