AmeriServ Financial

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Trust & Investments
TRUST & INVESTMENT SERVICES
Investment Management
Estate & Financial Planning
Custody Accounts
Pre-need Trusts
Estate Administration

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investor_relationsOnline Banking		 TRUST & INVESTMENT

TRUST & INVESTMENT SERVICES

Investment Management
The experienced investment professionals at AmeriServ Trust and Financial Service Company will work closely with individuals, organizations and pension fund trustees to develop a "customized" portfolio to achieve their goals. Using world-class investment research and a multi-disciplined approach, they'll help reduce investment risk and produce long-term results.

Our Pathroad Portfolios are a family of portfolios consisting of the best stock, bond and money market mutual funds available. A Pathroad Portfolio, utilizing targeted asset allocation, can be designed conservatively or for maximum long-term growth. Our investment staff continuously monitors the funds, selects the best performers, and provides you with detailed updates and summaries on a regular basis.

Estate & Financial Planning
AmeriServ Trust and Financial Services Company's experienced CPAs and other certified professionals will work with you and your attorney to help develop a plan that's right for you. Their recommendations will be presented using state-of-the-art software that graphically illustrates various scenarios applicable to your plan. There's no charge for your first consultation.

 

Custody Accounts
Custody Accounts provide safety and professional recordkeeping for your securities. AmeriServ Trust and Financial Services Company provides custody services for individuals, organizations and retirement funds and in doing so, has worked with numerous nationally-known investment managers. In addition, AmeriServ Trust and Financial Services Company offers a variety of other customized services including sweep accounts and online access to your accounts.

Pre-need Trusts
AmeriServ Trust and Financial Services Company has developed a specialized service for cemeteries and funeral homes who are required by statute to place funds, received as pre-payment for goods and services, in trust. Services provided include furnishing prototype documents, investment management, recordkeeping for individual contracts and periodic reporting as required by law.

Equipment Loans & Leasing
Our staff of professionals will ensure the timely, efficient, impartial and accurate settlement of your estate. In addition, staff CPAs and CTFAs provide income, inheritance and estate tax guidance and preparation during the estate administration process while carrying out the provisions of your will and estate plan.

Trust Administration
Our Personal Trust Division provides administrative, investment and tax supervision for a broad spectrum of trust accounts including living, testamentary, special needs and life insurance trusts. Their experience, sensitivity and dedication to client needs enables them to provide outstanding personalized service that is customized to suit your needs.

                                       Certain Investments are:

                                                    Not A Deposit, Not FDIC-Insured, Not Insured By a Federal Governement Agency, Not Guaranteed By The Bank, May Go Down In Value     

Collage of man, woman and money.