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This site is owned and operated by ERIEBANK. Please read the following notices and disclosures carefully.

ERIEBANK provides investment management services primarily using an asset allocation strategy. The philosophy of asset class investing stresses long-term investments with a well-diversified global portfolio.

The data, information, and content on this website are provided for general information purposes only and are not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital.

Before making any investment decisions, please consult your legal or tax advisor.

ERIEBANK does not provide legal, tax or accounting advice.

A passive investment strategy involves limited ongoing buying and selling actions. Passive investors will purchase investments with the intention of long-term appreciation and limited maintenance. Maintaining investments in securities regardless of market conditions or the performance of individual securities could cause the portfolio to lose value if the market as a whole fails. You and your advisor should carefully consider your suitability depending on your situation. All investments involve risk and no strategy can assure a profit.

Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantees against market loss or greater or more consistent returns.

For more information, please contact your ERIEBANK Investment Advisor during normal business hours of 8:00 A.M. to 5:00 P.M. at 888-822-2990.


FINRA's BrokerCheck

September 2023 Session - Building Wealth

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