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Univest Investment Scorecard


Investment Scorecard provides a picture of how your portfolio has performed over time, not just the past month or quarter. Investment Scorecard also compares your portfolio's performance to appropriate benchmarks reflecting your investment strategy.


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For more information or to enroll in Investment Scorecard, email or call 215.721.8356.


Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.