West Chester Capital Advisors, Inc.
AmeriServ Wealth Advisors, Inc. (formerly West Chester Capital Advisors, Inc.) is an SEC-registered investment advisor headquartered in Johnstown, PA and a wholly owned subsidiary of AmeriServ Financial Bank. The firm provides investment management and advisory services to individuals, institutions, pensions, profit-sharing plans, bank and trust companies, charitable organizations, and government entities. It operates with a team of investment and wealth professionals offering portfolio management, financial planning, and specialized advisory services, leveraging over a century of combined experience to deliver tailored solutions. The firm is part of AmeriServ Financial, Inc., a publicly traded bank holding company.
Investment Strategy
AmeriServ Wealth Advisors offers a proactive, disciplined approach to portfolio management, focusing on long-term growth and risk management across a broad array of asset classes for both equity and fixed income clients. Its signature Pathroad Account portfolios are designed to deliver consistent results and are managed with attention to individual client goals. The firm emphasizes personalized service, frequent communication, and one-on-one consultations, aligning investment strategies to each client’s present and future financial needs, for both individuals and institutions.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 33.66% | $68.1M | 119,888 | $544.26 | $568.03 | +$18.2M |
I IEF | ISHARES TR | 11.20% | $22.7M | 236,506 | $92.63 | $95.77 | +$1.3M |
I IEI | ISHARES TR | 11.07% | $22.4M | 188,066 | $116.01 | $119.09 | +$3.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.10% | $10.3M | 175,605 | $58.37 | $58.78 | +$3.3M |
V VGLT | VANGUARD SCOTTSDALE FDS | 4.41% | $8.9M | 158,888 | $55.35 | $56.12 | -$4.2M |