Ameriserv Wealth Advisors Inc

Overview

Ameriserv Wealth Advisors Inc. is a corporation operating as an institutional registered investment adviser since 1994. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for businesses or institutions, and the publication of investment periodicals or newsletters. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Ameriserv is not positioned as a capital allocator in the sense of running a fund-of-funds; instead it implements client strategies directly and places client assets with custodians and third‑party managers when appropriate. The firm has an industry affiliation with a banking or thrift institution, which is reflected in its custody relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives