Home » Wealth » Investment Services » Overview

Investment Services

At WSFS Wealth, we provide our clients with a comprehensive array of wealth management services and expertise that are used by many successful families. WSFS Wealth’s investment services can address investment, tax, legal, financial, and estate planning. Dedicated teams of financial professionals gain an understanding of the client, allowing them to execute a tailored plan designed to meet their goals.

Company Services

Our investment services include a wide range of companies, including:

West Capital Management goes beyond managing money. Our mission is to bring our clients the same comprehensive array of wealth management services and expertise that are used by many successful families and institutions. Through our multi-family office structure, we address the investment, planning, tax, legal, financial, estate, and family challenges that many other advisors often ignore or are not properly equipped to address. At all times we keep only one thing in mind: the best interest of our clients. Visit West Capital Management

Cypress Capital Management focuses on conservative, cost effective portfolio management while pursuing a dynamic and disciplined investment strategy. Our balanced investment approach, which includes both equity and fixed income securities, offer the potential to profit in advancing market cycles while attempting to protect against major loss of principal in downturns. Our conservative investment management style emphasizes above average income, less volatility and risk, and looks to achieve reasonable capital growth. Visit Cypress Capital Management

WSFS Wealth Investments provides clients with advice in securities, investment advisory, insurance products, as well as financial planning, education planning, and retirement planning. We strive to provide the best personal service and we are passionate about creating solid financial strategies for our clients.   We offer dedicated, local advisors who understand the unique needs of you and your family. Visit WSFS Wealth Investments


Our Services

Frequently Asked Questions

Type of Investments

When managing the investment portfolio of our Clients, there are many different types of investments that are used depending on the short-term and long-terms goals. Some investment strategies include:
Stocks Icon

Stocks

Stocks represent equity ownership in a corporation. Owners of common stocks are entitled to a portion of the profits and dividends of the corporation and can vote for the board of directors. Stocks are usually owned in hopes of price appreciation over time. In the event of bankruptcy, owners of stock may lose their entire investment.

Bonds

Bonds

A bond is a fixed income instrument that is issued by a creditor, usually a government entity or corporation. It is basically a loan that is being held by the bondholder. The bondholder is paid a rate of interest for a pre-determined period after which the bondholder will be paid back the principal that was lent to the borrowing entity.

ETFs Icon

ETFs

Exchange Traded Funds (ETFs) are baskets of securities, providing the diversification benefits of mutual funds, but trade on major stock exchanges during trading hours. ETFs are offered in most asset classes, from stocks and bonds to currencies and commodities. ETFs generally have lower expense ratios and are more tax efficient than mutual funds

Options Icon

Options

An option gives the investor the right to buy or sell a security at a certain price on or before a specified date. The most common are call options and put options on stocks. An option is usually purchased or sold to hedge an existing position or to try to earn outsized gains on a small investment.

Mutual Funds Icon

Mutual Funds

Mutual funds invest in stocks, bonds, or other securities, referred to as a portfolio. Typically, smaller investors pool their money together in a mutual fund so they can own a diversified basket of securities offering them diversification that they might not be able to get on their own.

Why Choose WSFS?

We strive to provide the best personal service and we're passionate about creating solid financial strategies for our clients.

A WSFS financial expert will help you find the right solution.

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. WSFS Bank is not a registered broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are offered through WSFS Wealth Investments or CES Insurance Agency.

Cypress is an SEC registered investment adviser that maintains a principal place of business in the Greenville, Delaware. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from registration requirements. For information about Cypress' registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Cypress is a wholly-owned subsidiary of WSFS Financial Corporation.

WCM is the business name of WSFS Capital Management, LLC. It is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from registration requirements. For information about WCM’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

WSFS Capital Management, LLC, is a wholly-owned subsidiary of WSFS Financial Corporation. © 2020 West Capital Management

Related Articles

Market Minute

The markets and the economy are ever-changing, making it hard to keep up sometimes. Let WSFS help you make sense of it all. Tune in to our Market Minute update from Andrew N. Davis, CFA®, Director of Research at West Capital Management, a subsidiary of WSFS Financial Corporation.

Read More

Teamwork Makes the Assets Work – A Financial Advisor Can Be a Woman’s New BFF

In today’s economic and cultural backdrop, more women need to seek financial advice and prepare for a secure future. It is important for women to take ownership of their financial lives. Financial independence, maintaining one’s lifestyle and the ability to meet long-term health care needs are top priorities for women in retirement.

Read More

Election Cycles… Stay the Course

Every four years, the investing world holds their proverbial breaths to see who the next president will be. Whether it will be an incumbent President or a new candidate who wins the election, investors discuss and debate what the next four years of government policy will look like and how it will affect the markets.

Read More