Grow your assets with investments selected for your financial situation
Pinpointing investment options that fit your lifestyle is crucial to your success. Whether you’re wondering how to invest to manage taxes, or what size your portfolio should be to live comfortably in retirement, we provide the resources to make sound decisions along the way. Our Approved Investment List is the starting point for your individual portfolio. Your personal advisor helps develop your investment strategy and ensure proper asset allocation.* Our dedicated Investment Committee identifies investments that have the potential for consistent above-average growth. And our institutional status allows us to offer investment choices that are not widely available to the average investor.
Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
Investment management services are offered through Univest Bank and Trust Co., Girard Advisory Services, LLC., and Girard Pension Services, LLC.