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Investment Management Process

Investments for Individuals

a disciplined approach


univest approach personal investments chart: stage 1 discovery process, stage 2 develop investment strategy, stage 3 execute investment strategy, stage 4 ongoing process

number one Discovery Process

We get to know you by identifying your goals, values, and concerns. Based on your desired level of risk and existing portfolio, we can begin to define key objectives to help build an investment strategy.

number two Investment Strategy Development

Our investment philosophy is based on the fundamentals of asset allocation and diversification with a long-term perspective. Our goal is to customize your investment strategy, while balancing the tax consequences of intended sales and updating you as your assets transfer or become available for us to view.

number three Investment Strategy Execution

Once the strategy has been developed and the assets have successfully transferred we will set up online account access and review all of our available resources with you.

number four Ongoing Process

We are committed to ongoing communication with you and will frequently update you on your investment strategy. In addition, you will receive a monthly statement sent by your custodian, and a quarterly statement containing market commentary, portfolio performance, and management fees 1 .

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Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.
Securities and insurance products are offered through Univest Investments, Inc., member FINRA/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. Trust services are offered through Univest Bank and Trust Co. 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 any principal amount invested.

1. Quarterly statements containing market commentary, portfolio performance, and management fees provided to investment advisory clients of Girard Partners, Inc.

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