Want to speak with a senior financial advisor? Email wealthmanagement@univest.net or call 215.703.5247.

Investment Management

Univest's team of experienced advisors can help you understand the investment landscape -- and the most important rule of investing, asset allocation. Whether you're looking for high growth or capital preservation, your Univest Wealth Advisor will provide advice and access to quality securities, to help meet your goals.  

Portfolio Performance Reporting 

This online service allows you to view the performance of your investment portfolio relative to the general market. You are able to customize the presentation into a format that makes the most sense to you.

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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