Our vision serves as the framework for our process and guides every aspect of our business by describing what we need to accomplish in order to continue achieving sustainable, quality growth.

West Chester Capital Advisors will develop the infrastructure to garner global recognition that West Chester Capital is adhering to industry best practices. We will focus upon the following standards of operation:

  • Placing our clients interests at the center of everything we do and creating an atmosphere and environment that assures that every client gets optimal service/satisfaction, every time.

  • Harnessing our integrated capabilities to deliver reasonable performance results to every client served while employing industry best practices to achieve the desired end.

  • Employing our partnership with the AmeriServ Trust and Financial Services Company to ensure our clients receive a complete and integrated solution to their financial situation.

  • Diligently work to enhance continuously our reputation for accessibility, professionalism, performance, and the depth and quality of our long-term consultative relationships with clients.

  • We endeavor to be valued as an industry leader in client satisfaction, process integrity (fiduciary quality management system), performance, and risk mitigation strategies.

Identifying your risk/return objectives in light of your overall goals, time horizon, and liquidity needs is integral to developing an investment strategy. For more information, read a summary of our approach to the investment process.