committed to understanding and providing financial insight
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Univest Municipal Pension Services develops a comprehensive array of municipal pension plans and services in the Commonwealth of Pennsylvania.
Image description: Customers by county with total Pennsylvania Act 205/Act 600 Pension Assets of more
As an investment management, administrative, consulting, compliance and actuarial counseling firm, our commitment to understanding the complex state pension statutes that govern Pennsylvania municipalities provides our investment counselors with insight on financial objectives, investment time horizons and risk profiles that are inherently unique to local government pensions.
Univest Municipal Pension Services’ investment advisory and pension consulting services are provided by TCG Investment Advisory, Inc. Securities and insurance products are offered through Univest Investments, Inc., Member FINRA/SIPC and a licensed insurance agency. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.