Investment Management

AmeriServ Financial Services is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.1

A beautiful friendship

AmeriServ's relationship with LPL Financial allows us to offer a robust platform of comprehensive advisory products to provide wealth management strategies for every situation.

From strategic or tactical investment management to tax efficient portfolios2, we help craft a managed account built around you, your goals, and your preferences. 

We offer guidance to help you understand the impact of every decision we make together. We provide continual monitoring of your portfolio, with a focus on keeping your account aligned with your financial plan.

Fees are based upon total assets under management. Additional fees may apply depending on model and manager selections. Total fees will be disclosed prior to account opening.

1 As reported by Financial Planning Magazine, June 1996-2023, based on total revenue.

2 Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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