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 CRS
Form 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.
SEC FORM ADV PART 2A (BROCHURE)
Additional information about West Chester Capital Advisors®, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Our Firm's CRD number is 105846.
The 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.
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.