Our values serve as a compass for our actions and describe how we behave in the world.

Clients: All decision-making is made with our clients best interests in mind. We strive to be attentive and responsive to their needs and goals.

People: We strive to make West Chester Capital Advisors a great place to work where people are inspired to achieve their full potential. We act with a sense of urgency, remain constructively discontent and responsive to change as well as share a passionate desire to exceed our clients’ expectations and our own.

Excellence: Our goal is excellence in everything we do and we believe continuous improvement in quality service is everybody’s responsibility. What we do, we do well.

Integrity: West Chester Capital Advisors is built on a foundation of honesty and integrity. We promote, support and demand ethical conduct and compliance with the law throughout the organization.

Teamwork: We foster and promote a culture that encourages teamwork, embraces change and fosters innovation. We recognize that treating others with dignity and respect is an essential building block of our success. We strive to leverage the collective genius of every associate.

Leadership: We believe that as leaders we must be on the forefront of best-in-class governance and business practices. Responsiveness and transparency will always be hallmarks of our operating model and we will continue organizational integration to achieve the highest and best use of our resources.

Character and Reputation: We are committed to maintaining the highest standards of professionalism. We will never venture to compromise professional ethics or character. We abide by Benjamin Franklin and Abraham Lincoln’s words of wisdom relative to reputation and character: “It takes many good deeds to build a good reputation, and only one bad one to lose it” and “Character is like a tree and reputation like a shadow. The shadow is what we think of it; the tree is the real thing.”

Strategic Planning: We employ strategic planning tactics in all our business/portfolio management practices. We are proponents of Sun Tzu, The Art of War tenet that is as follows: “When your strategy is deep and far reaching, then what you gain by your calculations is much, so you can win before you even fight. When your strategic thinking is shallow and nearsighted, then what you gain by your calculations is little, so you lose before you do battle. Much strategy prevails over little strategy, so those with no strategy cannot but be defeated. Therefore, it is said that victorious warriors win first and then go to war, while defeated warriors go to war first then seek to win.”

Passion: We are committed in heart and mind to exceed every client’s expectation.