Our West Chester Capital Team

We are investment advisors and managers, not speculators, traders, brokers or any variant of market participant.

Our duty to you

By definition and practice, we manage “fiduciary” quality investment programs to enable clients to achieve their goals and objectives in the most efficient and effective manner. Managing client portfolios to a fiduciary standard is a serious responsibility.

Steven M. Krawick, AAMS, CMFC, AIF®
Frank J. Lapinsky, AIF®
Eric S. Ludy, IACCP®
Stephanie C. Rife, CAP®
Nichole B. Marshall